I manage investment portfolios on behalf of high-net-worth individuals, families and institutions. I specialise in onshore and offshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured and working closely with experienced tax advisors. I also specialise in UK Tier 1 investor visa portfolios and have an extensive understanding of the requirements of international clients, working closely with specialist international advisors.
Having studied money, banking and finance at the University of Birmingham, I started my career as a business valuation analyst within KPMG’s corporate finance and tax teams. I then subsequently moved into investment management with Morgan Stanley Quilter and HSBC Global Asset Management. I sat on investment committees at each company and while at HSBC, specialised in managing portfolios for UK families and international investor visa applicants.
I’m a member of the Chartered Institute for Securities and Investment, having completed the Diploma in Wealth Management with a Distinction in Fund Management. I’ve also achieved the national award for excellence in private client investment management.