Professional Biography
I enjoy building long term relationships with our clients; being able to see them through both the different stages of investment and economic cycles, and through the various stages of their personal financial journey.
How do you describe what you do?
I provide guidance on and advice on long-term investments and investment strategies to private clients, in a wide variety of investment structures. I joined Smith & Williamson as an investment manager in 2017.
What's next for you professionally?
I am looking forward to continuing to build relationships with current and new clients to help manage and grow investment assets over time.
What's your area of expertise?
Aside from private client and portfolio responsibilities, I lead the investment research teams that monitor both healthcare and sterling corporate credit collective funds, and am also a member of the healthcare direct equities research team.
What's your favourite thing about your role?
I enjoy building long term relationships with our clients; being able to see them through both the different stages of investment and economic cycles, and through the various stages of their personal financial journey.
When you're not at work, what's your favourite thing to do?
I love being active; be it tennis, skiing, horse riding or long walks in the countryside. Getting outside and out of the city always makes for a great weekend or holiday!
What qualifications and memberships do you have?
- CISI Wealth Manager Qualification (Level 7)
- Chartered Fellow of the Chartered Institute for Securities & Investment