My role is to manage a variety of discretionary investment portfolios for private clients, trusts and charities. I work closely with intermediaries and private clients to produce tailored investment solutions to help meet clients’ investment objectives, playing close attention to their tolerance and capacity for risk.
Tom graduated from the University of Southampton with a honours degree in History and a Master’s in Business Administration with Finance. Tom is a Chartered Fellow of the Chartered Institute of Securities & Investment.
Tom has 18 years of experience in discretionary fund management and previously worked for HSBC Global Asset Management as an investment manager and equity analyst within the Chief Investment Officer’s Team.
Outside of work Tom enjoys spending time with his family, cooking, and cycling.