I am directly responsible for the management of investment portfolios for over 750 high net worth clients.
I construct investment strategies and portfolios for clients and actively manage these in order to optimise outcomes. I conduct portfolio reviews and communicate regularly with clients about the progress of their investment portfolios.
As an investment specialist with many years’ experience in wealth management, I enjoy the challenge of creating investment solutions to enhance long term performance. I embrace the high level accountability that comes with our high conviction investment approach and I enjoy working for a company that values its clients and treats each as an individual.