Areas of expertise
Wealth management for individuals, families, trusts and charities.
Jon has a varied client base, managing investments for private clients, pension funds, trusts and charities, both onshore and offshore. He joined Smith & Williamson in 2004, moving from JPMorgan where he worked as an equity research analyst. Jon continues his research responsibilities, leading coverage for the aerospace sector as part of the Evelyn Partners investment process.
Fellow of the Chartered Institute for Securities & Investment (CISI). First class Masters in Business Studies from Edinburgh University.