I started out in wealth and investment management in 2010 following a short service commission with the British Army, joining CGWM as an Investment Manager in 2017. It is a huge privilege to manage the investment portfolios of my clients and I am committed to helping them achieve their objectives and goals. I also enjoy spending time with my advisory clients; identifying new investment opportunities that are right for them and their objectives. My clients include individuals, family offices, charities and trusts. In addition to this, I manage a team of investment managers and sit on the firm's Investment Trust selection committee. This allows further collaboration with colleagues to achieve the best outcomes for our clients.
I am a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and outside of work I am a Trustee for a military veterans supported housing association.
A bit about me:
I enjoy being outdoors for walks and runs near where I live in the Chilterns and, in the summer, anything water based. I also enjoy watching sports including cricket and rugby.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do encourages a positive mindset in order to overcome the challenges we will inevitably be faced with. It helps us to embrace the changing world we live in, enabling us to both identify and act upon any opportunities.
0207 523 4734
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