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Jon manages direct equity, bond and multi-manager portfolios across a broad range of asset classes. He focuses on traditional and bespoke mandates for high net worth private clients, trusts, charities and pension funds. Jon began his career in 1997, initially with the stockbroking arm of NatWest and subsequently at Collins Stewart.
He chairs the Investment Trust Selection Committee and is a member of the Alternative Investments Selection Committee. Jon is a Chartered Wealth Manager and Chartered Fellow of the CISI.
Areas of expertise:
Investment Trust Selection, Discretionary and Advisory Portfolio Management, Investment Strategy and building ongoing relationships with clients