Biography
I am an Investment Manager within the growing 'Wealth' element of IMAML, having joined in April 2023 following the acquisition of Andrews Gwynne LLP, a 45-year-old Private Client Wealth Management business which I joined in 2007, becoming an equity partner in 2012. As well as helping to run and build the business, my main focus was managing the investments for private clients along a bespoke investment approach.
Now within IMAML we have the opportunity to manage clients investments in a multitude of ways, including along a bespoke/more-tailored approach, which combines a flexible view on asset allocation and a more thoughtful/realistic view on the direction of global investment markets and asset classes.
Key Highlights
- Key contributor to the successful integration of the AG business and team into IMAML
- Member of IMAML Investment Committee and wider IMAML Executive Committee
