John Dolan

Areas of expertise

UK and international private clients; family groups; IFAs; bespoke multi-asset portfolios; AIM IHT Portfolios (Business Relief); direct equities; funds.

Experience

John began his career at the Financial Conduct Authority in Investment Banking Supervision, joining Smith & Williamson in 2017. John is a discretionary investment manager of bespoke multi-asset portfolios who is also actively engaged in the group's research process. He enjoys active dialogue with clients, incorporating their specific needs and preferences in portfolio construction.

John prioritises diversification of asset classes and investment themes within portfolios, seeking stable growth over a full economic cycle. As such, John has a robust understanding of alternative asset classes in addition to traditional equities and bonds.

John has also been a member of the AIM Portfolio team since 2018, providing clients with an opportunity to reduce the inheritance tax payable by their estates on death, while maintaining access to their capital.

Notable client work and achievements

Experienced in managing a wide variety of portfolios including General Investment Accounts, ISAs, SIPPs, Offshore Bonds, Corporate Investment Portfolios, and AIM portfolios.

Professional qualifications and memberships

CISI Level 7 Diploma in Wealth Management.