Senior Investment Manager
CurrentAn experienced investment manager based in Guildford, I manage investment portfolios for private individuals and trustees helping to identify and achieve personal goals. I have investment experience since 2004 and have managed portfolios predominantly on a discretionary basis since 2007; I have previously undertaken investment research where I focused on the London-listed media and technology sectors and North American equity investment via collectives, ETFs and structured products. I have considerable experience working collaboratively with financial planners, recognising the importance of establishing investment goals in the context of an individual’s personal goals, risk appetite and capacity for loss.