About me
I build and manage portfolios for private clients, trusts, companies and charities.
Specialisation
Portfolio Management
Background/Experience
My career has included spells with Coutts, where I was one of the founding managers of their Guildford office, and also Kleinwort Benson Private Bank, where I was a senior member of the regional team.
Qualifications
I have professional qualifications through the Securities Institute. Also, I’m an Associate of the Chartered Institute of Bankers and a Chartered Member of the Institute of Financial Services.
My interests
I’m a married father of two teenage daughters. When I’m not doing things with my family, I can be found cycling the roads and hills of Hampshire.