Biography
I am the Chief Executive and Chief Investment Officer at IM Asset Management, responsible for the investment strategy and all funds run by IM Asset Management using our house investment process (ReST).
Before establishing IM Asset Management I worked in the city of London for a number of institutions such as Cazenove and Phillips & Drew Fund Management (PDFM) as a global equity fund manager, I was personally responsible for managing billions of pounds for a range of clients.
I was part of a 6 person investment committee which made all asset allocation decisions whilst also head of US Equities at PDFM, at Cazenove Fund Management I was part of the UK equity team and a partner of Cazenove & Co.
What Is The Most Rewarding Aspect Of Your Role?
I enjoy investment management and making tactical decisions for clients, both making and protecting wealth.
The process I have developed since the late 1980s is market leading and is particularly exciting to run a business with this process at its core.
What Do You Like About Working At Irwin Mitchell?
I enjoy being able to satisfy the trust that our clients have placed in us to meet their future financial needs.
It's exciting to be part of a dynamic and forward thinking organisation.
