Biography
I've been an investment professional for three decades, moving from customer and colleague support into Stock Broking in1995, transforming a small Manchester broker into a successful, multi-award-winning enterprise as Head of Desk where I was regularly "the market" for a number of North West companies & Head of Front Office for an investment team that launched its first Model Portfolio Service back in 2001.
In 2005 I was headhunted into pure Investment Management to build the Harrogate office of Border AM, which tripled in size in less than 6 years, looking after high net worth individuals and building professional relationships with solicitors, accountants and IFAs. After warning of the great recession and the consequences of the failing US housing market in detail, I rapidly I became Head of Research, Strategy and Alternatives Assets with BAM before it became part of Sanlam, with whom I spent a spell in the City, where I also worked on the Strategic Bond fund.
I joined Andrews Gwynne to help build and develop this client focused business with an emphasis on Total Return investing, and alongside my highly capable colleagues, I am bringing a wealth of private client experience to IMAML.
Key Highlights
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Multiple successful "Head of" roles in fast moving and challenging investment environments.
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Experienced in dynamic change management, implementing new systems, processes and training.
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Have driven the launch and implementation of a number of product and service offerings across the investment space.
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Experienced in building professional relationships and developing a win-win culture for both partners and clients.
Publications
PS Law Society Magazine July 2015: "Risky Business" pointing out how traditional "low risk" investments relied upon by trustees were anything but, as was proved, painfully, in 2022.
I have also written numerous articles for Citywire the Investment Management trade magazine
