Professional Biography
I’m fascinated by how markets change - every day is a chance to learn something new and guide clients with clarity and confidence.
How do you describe what you do?
I manage a range of multi-asset portfolios for private clients, trusts, pensions, Family Investment Companies and offshore bonds. I am also an internal equity analyst for the materials sector and sector specialist for Asia and emerging market funds.
What's next for you professionally?
Continuing to build expertise and trust by helping clients navigate changing markets with strategies that protect and grow wealth for the long term.
What's the best piece of advice you've ever been given?
Event + reaction = outcome.
While we can rarely control an event, we can control how we react to it and this will have significant impact on the outcome - in markets we must continually plan and review how we react to changes.
What's next for you personally?
I am currently in the process of trialing for the Wales Men's Box Lacrosse team, with the goal of competing at the European Box Championships next summer. Beyond that, in 2027, I intend to complete my first full Iron Man.
What qualifications and memberships do you have?
- Investment Advice Diploma Level 4
- Charted Wealth Manager Level 7