Areas of expertise
Fund management; private clients; trusts, pension funds; charities.
John is Managing Partner of the Financial Services division and chairs the FS Executive Committee. He is also a member of the Group Executive Committee. Prior to this, John headed the investment management team in the Bristol office and was the Regional Head of private clients, responsible for developing business across six offices.
Since moving to Bristol in 1990, John has been involved in the long-term management of diversified investment portfolios on behalf of a number of families and their trusts. He has experience working with landed families who have complicated investment issues, including an instance of gradually reducing a family’s exposure to a listed company enabling them to pass assets on to the younger generation.
John also has a special interest in charity fund management and has looked after some of the more significant Bristol charities for more than 20 years.
Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).