As a trainee investment manager my role is to support the investment managers in their day-to-day work and focus on business development. I support the investment managers in all areas from portfolio construction to research and reports.
After graduating from Robert Gordon University with a degree in International Business Management, I worked at Intelligent Capital in Glasgow before moving down south to work at Sanlam Private Wealth as a junior portfolio manager. I have experience in financial planning, portfolio management and investment management, and I am currently working towards my Chartered Wealth Manager qualifications.
I like to keep busy and enjoy working out, golfing and socialising. I also hope to travel more and learn a language.
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Bars. If you are in Glasgow and need a pub crawl guide - I'm your man.
It can be hard to distinguish between wealth managers. We can bring something truly unique to private clients and IFA's with the combination of our wealth and private banking capabilities. Our research team is second to none and we always go above and beyond for out clients.