Professional Biography
I'm care deeply about helping shape the next generation
How do you describe what you do?
I am an investment manager specialising in discretionary portfolios for charities, corporates, individuals, and families across the UK and elsewhere. I manage taxable mandates for private clients and trusts as well as ISAs and pensions.
What's next for you professionally?
To continue to deliver tailored investment solutions to clients, with a growing emphasis on intergenerational wealth and sustainable investment. I am also mentoring emerging talent, helping shape the next generation of investment professionals.
What's the best piece of advice you've ever been given?
Risk is best described as the probability of loss.
What's your favourite thing about your role?
Combining research and portfolio management to preserve and grow client's wealth in real terms.
Why does my role as a wealth manager matter?
For private clients, in an ever-changing regulatory and fiscal environment, investment management should increasingly be conducted by fully understanding a client's overall financial circumstances and goals.
What qualifications and memberships do you have?
- MA (Hons) in Geography
- Chartered Fellow of the Chartered Institute of Securities and Investment