Professional Biography
Meeting client's long-term objectives with a very high level of personal service.
How do you describe what you do?
I manage portfolios for a wide variety of large families and private companies, with a particular expertise in global equities.
What's next for you professionally?
My priority is to continue to stay on top of key investment themes in a fast-changing world.
How did you start off in your career?
At the stockbroking firm, Panmure Gordon, becoming a Partner in 1999. Following the subsequent takeover of PG by Westdeutsche Landesbank, I joined NCL Investments in 2001 which merged with Smith and Williamson in 2003 and became Evelyn in 2022.
What's your area of expertise?
My focus has always been on global equities, managing both private client and institutional mandates.
What's your favourite thing about your role?
A fascination with global equity markets whilst building strong and personal long-term relationships with my clients.
What qualifications and memberships do you have?
Chartered FCSI.