Professional Biography
What I value most is turning that insight into clear, practical decisions that help clients thrive.
How do you describe what you do?
I manage discretionary investment portfolios for private clients, combining deep equity research with disciplined portfolio construction to help clients grow and preserve their wealth over the long term.
What's next for you professionally?
I’m focused on refining our investment process - enhancing how we assess quality, value, and conviction - while helping clients navigate markets with clarity and confidence.
What's your area of expertise?
I lead our technology equity sector research, with a focus on how artificial intelligence and digital transformation are driving markets and reshaping business models worldwide.
What's your favourite thing about your role?
The mix of rigorous analysis and real-world impact - understanding investments deeply and translating that into clear, practical decisions for clients.
When you're not at work, what's your favourite thing to do?
Cooking mainly. Also reading - I like learning about different things - science, philosophy, markets, whatever catches my interest.
What qualifications and memberships do you have?
- CFA
- Chartered FCSI