About me
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.
Specialisation
Portfolio Management
Background/Experience
I began my career at Greig Middleton (which later became Barclays Wealth) and have over 15 years’ portfolio management experience. I led the company's UK equity committee, which was responsible for the research and selection of UK equities for both multi-asset and equity-only portfolios. I joined the Glasgow office of Investec Wealth & Investment as an investment director in December 2013.
Qualifications
I’m a Chartered Fellow of the Chartered Institute for Securities & Investment.
My interests
I’m married and have three young girls.