I am responsible for managing investment portfolios on behalf of individuals, families and institutions. Specialising in onshore and offshore portfolios, including trusts, corporate funds, charities and pension funds; I ensure that family portfolios are efficiently structured and working closely with experienced tax advisors.
I began my career at IFG Financial Services, conducting fund research and helping manage the pension advisory service. I then spent the next 8 years at HSBC Global Asset Management, managing discretionary portfolios and looking after high-net-worth clients.
I have a degree in Economics & Finance from the University of Southampton, and am also a Fellow of the Chartered Institute for Securities & Investment (CISI) and hold the CISI Masters in Wealth Management.