About Rollo
I joined the company as part of the acquisition of Punter Southall Wealth, where I spent three years as an Investment Associate working with Matthew Sharp, Head of Investment Management, on all aspects of the day-to-day management of his portfolios before taking on my own clients. Now, as an Investment Manager, I manage a broad range of portfolios for private clients, trusts and charities. I hold a BA Honours degree in Business from Oxford Brookes University. I have completed the Private Client Diploma (PCIAM) and am a chartered member of the CISI.