About me
I specialise in managing bespoke discretionary private client portfolios, with a focus on adding value through rigorous active management. I enjoy meeting clients directly to learn their personal requirements, and implementing a strategy tailored to meeting these over the medium to longer-term. I enjoy building a relationship with clients, many of whom I have worked with for over fifteen years.
Background/Experience
I have managed private client portfolios since 2003, initially with a UK bias, but increasingly with a more global focus.
My Interests
I am fortunate to have a large family, and spend most of my spare time juggling my four children. I also enjoy sailing and hill walking around the British Isles.
My areas of expertise
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