About Jon
I manage direct equity, bond, and multi-manager portfolios across a broad range of asset classes. My focus is on traditional and bespoke mandates for high-net-worth private clients, trusts, charities, and pension funds.
I began my career in 1997, initially with the stockbroking arm of NatWest and later at Collins Stewart.
I chair the Investment Trust Selection Committee and am a member of the Alternative Investments Selection Committee. I am also a Chartered Wealth Manager and a Chartered Fellow of the CISI.