Biography
I joined IM Asset Management (IM) in 2023 through their acquisition of 45-year-old private client wealth business, Andrews Gwynne, where I was a Partner for 12 years, helping to run the business and look after our clients. I joined AG in 2007 originally as a Research Analyst, which developed into a discretionary investment manager/adviser role.
I now have a more focused Investment Manager role at IM, which I am relishing. This role combines managing the relationships/discretionary investment portfolios for many of the long-standing inter-generational clients that have moved to IM, but I am also looking forward to working with new clients introduced both internally and externally to our growing Asset Management business.
I specialise in the Bespoke investment team, which provides a differentiated investment management approach to much of the industry, a philosophy developed through several decades of experience managing investment portfolios. We simply take a more thoughtful approach, trying to have an independent and therefore realistic view on global macro-economic issues and risks, forming portfolios with our own asset allocation and investment selection guidelines. This approach can work in isolation for a client, or it can work alongside a more centralised investment solution which we offer.
Key Highlights
- Member of the Investment Committee
- Key management team member driving the acquisition of AG LLP by IM Asset Management Ltd
