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Norman Sinclar
Associate Director, Investment Management

Norman Sinclair

Investment management

Areas of expertise

Private clients; family succession investment; family trusts; personal and corporate pensions


Norman joined the Belfast office in 2016, completing the CISI Chartered Wealth Manager certification in 2019.

He manages discretionary portfolios across a variety of risk mandates on behalf of a diverse client base. He invests within a wide range of tax environments, including pension funds, GIAs, ISAs, Trusts, non-standard residence and domicile.

Norman ensures the underlying investment approach is tailored to each individual client, allowing for various capital growth and income objectives, as well as incorporating investment preferences or restrictions. He has a particular interest in the benefit of ethical investing on society and the environment.

Professional qualifications/memberships

BSc Mathematics - First Class Honours.
MSc Quantitative Finance and Trading.
Chartered Wealth Manager Masters – CISI NI Branch first place prize winner 2018.

Norman is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Personal Interests

  • Sport - Rugby, Golf, Football, Skiing
  • Exploring - Mountains and Coastlines
  • Travel
  • Music

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