BIOGRAPHY
I have a passion for financial markets, having invested in equities from an early age. As an Investment Director, I thoroughly enjoy managing investments. I’ll keep you fully updated on all aspects of your investment strategy – allowing you to concentrate on your own passions and interests, comfortable in the knowledge that your portfolio is in safe and experienced hands.
I have over 30 years’ experience in the wealth management and investment industry, managing a wide range of clients including HNWIs, charities and intermediaries. I specialise in discretionary management, covering multi-currency investment strategies across global equity and capital markets.
My previous roles include Director of Stockbroking at Collins Stewart Wealth Management; joint Head of Stockbroking at Brooks Macdonald International and most recently, Investment Director at Canaccord Genuity in their offshore discretionary investment business.
Outside of work, I’m busy with my family including my wife, 4 children and a dog. I enjoy swimming and cycling, taking part in every bi-annual Jersey Hospice Challenge since 2007. I can also be found watching my children in swimming competitions, where I also officiate.
I am a qualified Chartered Accountant, a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment. I also have an Economics degree from Warwick University.
I have over 30 years’ experience in the wealth management and investment industry, managing a wide range of clients including HNWIs, charities and intermediaries. I specialise in discretionary management, covering multi-currency investment strategies across global equity and capital markets.
My previous roles include Director of Stockbroking at Collins Stewart Wealth Management; joint Head of Stockbroking at Brooks Macdonald International and most recently, Investment Director at Canaccord Genuity in their offshore discretionary investment business.
Outside of work, I’m busy with my family including my wife, 4 children and a dog. I enjoy swimming and cycling, taking part in every bi-annual Jersey Hospice Challenge since 2007. I can also be found watching my children in swimming competitions, where I also officiate.
I am a qualified Chartered Accountant, a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment. I also have an Economics degree from Warwick University.
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