Professional Biography
It has to be delivering excellent results to my clients to allow them to live their lives as they wish without worrying about their portfolios.
How do you describe what you do?
Portfolio and investment management for private clients, charities and private pension funds.
What's next for you professionally?
Continuing to deliver excellent risk adjusted returns to clients to grow their wealth in real terms.
What's the best piece of advice you've ever been given?
Never put the piece of paper down e.g. complete the task.
What's your favourite thing about your role?
It has to be delivering excellent results to my clients to allow them to live their lives as they wish without worrying about their portfolios.
When you're not at work, what's your favourite thing to do?
Cycling or sailing with the family.
What qualifications and memberships do you have?
- Chartered Fellow (FCSI) CISI
- MA (Hons) French & Politics
- DEUG (Sciences Politiques de Grenoble)