About me

I look after a wide variety of international and domestic clients on an advisory or discretionary basis. My clients have a diverse range of mandates, typically investing with an international multi asset approach. I am well versed in cross border issues and invest through trusts, companies, pension funds and personal portfolios.

Specialisation

Portfolio Management

Background/Experience

I trained as an investment manager at RZH Ltd and subsequently moved with a team to Jardine Matheson. Following the takeover of Matheson Investment, I worked for Fortis Investment Management and then BNP Paribas.

Qualifications

I graduated from Southampton University with a BSc and I’m a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).

My interests

I am a keen fly fisherman and enjoy all field sports.