Professional Biography
It's impossible to predict the markets, so I focus on building portfolios that can weather the storm
How do you describe what you do?
I am an investment manager based in Scotland, responsible for managing diversified portfolios tailored to varied client needs. I also contribute to internal research, with a focus on UK Smaller Companies, AIM investments, and Technology.
What's next for you professionally?
I aim to build long-term client wealth through active portfolio management and a strategic investment approach, while deepening market insight through my work as a research analyst.
What's the best piece of advice you've ever been given?
It’s impossible to predict how markets will move in the short term, so focus on building a portfolio that can weather the storm when it comes.
What's your favourite thing about your role?
The personal approach offered by Evelyn Partners gives me the ability to truly get to know clients and their backgrounds. I then get to help them achieve their financial goals through effective portfolio management.
Where's your favourite place to meet with your clients?
In their home. This allows you to get a full picture of who a person is, in a more comfortable setting.
What qualifications and memberships do you have?
- BA (Hons), Economics and Finance
- Investment Advice Diploma
- Chartered Wealth Management Qualification