My primary role is to manage discretionary and advisory investment portfolios across multiple asset classes for private clients, financial intermediaries, pension funds and charities.
Francis was schooled at Ampleforth College and has completed his professional exams with the Chartered Institute For Securities & Investment (CISI). Francis is a Chartered Fellow of CISI and a Chartered Wealth Manager.
Francis joined the firm in January 2012 having begun his career as a stockbroker/fixed income trader in 1986. He progressed onto portfolio management in 1995 and sat on asset allocation and stock selection committees and had responsibility for analysing companies within the oil sector.
In his spare time Francis enjoys numerous outdoor activities including fishing, kite surfing, cycling and coastal path walking and taking advantage of the beautiful countryside that Jersey has to offer.