Professional Biography
It’s a real privilege to work with families on their investment journeys
How do you describe what you do?
I manage bespoke discretionary portfolios on behalf of private clients, trustees, and charities, both onshore and offshore. Working closely with families and their advisers to ensure the delivery of effective and clear multi-generational planning.
What's next for you professionally?
Continuing to build trusted relationships with clients and families, while deepening my investment knowledge and broadening strategic skills to better support long-term goals.
What's the best piece of advice you've ever been given?
Stay curious, stay humble, and never underestimate the power of a well-timed question.
What's an experience with a client that's stuck with you?
Supporting a family in bringing their next generation into the fold—especially around entrepreneurial ventures—was a standout moment. Watching them grow from curious observers to confident contributors was a real privilege.
How did you start off in your career?
After leaving university, as an analyst at a global bank.
What qualifications and memberships do you have?
Chartered Wealth Manager