About me
I lead the fixed income investment team and contribute to a number of the key investment committees including Global Investment Strategy Group, Asset Allocation and Investment Committee. I am the chairman of the Fixed Income Investment Selection Committee. I advise the company on its bank lending as part of the Cash & Credit Management Committee. I work with many of the largest institutional clients of the business including insurance companies, pension funds, corporates, charities and high net worth individuals. Our clients in these areas benefit from our expertise in asset-liability matching solutions and the provision of low volatility portfolios.
Background/Experience
I started my career as a fixed income and cash fund manager at an ethical fund management group, with an emphasis on active engagement with investee companies on both investment and ethical considerations. This included work with organisations such as the Institutional Investors Group on climate change. Part of my career was spent trading UK mortgage portfolios with financial institutions on behalf of GMAC. I completed the Associate Society of Investment Professionals’ exams in 2000 and I am a member of the CFA.
My interests
Cycling is a passion outside of work. Walkers will often find me puffing my way (slowly) up Box Hill on a Sunday morning.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Helping charities and mutuals with planning and investments
If our clients could see the work and care that goes on behind the scenes on their behalves to ensure good outcomes, they would be truly impressed!