I specialise in managing predominantly discretionary portfolios on behalf of private individuals, their pensions, trust, charities and private family unit trusts. I have a total return philosophy of both capital preservation and growth in real terms through global multi-asset class investment.
Having begun my City career first as a Hull Insurance broker at Lloyd's of London in 1988, I moved into private client investment management over two decades ago, undertaking the full Securities Institute Diploma and associated qualifications. Since then I have been a fund manager at Ruffer LLP, before joining Singer & Friedlander to stabilise the investment management side. This business was taken over by Williams de Broe and then subsequently by Investec. Throughout this period I have used my experience to specialise in all aspects of private client investment management in times of both stress and calm in markets. I am a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.
I am a charity trustee of both an educational charity and a City livery, both with grant making obligations. As well as being an active supporter of a number of military associations, I am also involved in charitable events raising awareness for cures to certain medical conditions.
My areas of expertise
Contact me via the form above to learn more about....
I'm also an expert in...
Ability of individuals to use their long term experiences and acumen for clients within a broadly collegiate investment process.