Meet the team
London - Wealth & Investment
Head of Research
I head the Research team who manage the investment process for IW&I on a daily basis. The team provide guidance on Investment Strategy and also on individual Equities, Fixed Income & Collective investment vehicles, including Structured Products.
To find out more about the services we offer, please get in touch.
I have a history of managing funds in the US, I also have input into US equity coverage. I am Chairman of the Global Investment Strategy Group and a member of Investment Committee and the Asset Allocation Committee.
I started my career at Robert Fleming & Co, moving on to become the first non-founding partner at Taube Hodson Stonex Partners, where I gained experience in European and Far Eastern markets. I graduated from Cambridge University with a degree in Chinese and Computer Sciences, and I’m a CFA Charterholder.