About Sam
I manage a broad range of portfolios for high-net-worth individuals and families, pension trustees, and investment holding companies, both locally and internationally. I manage mandates that range from income-focused portfolios to high-quality, globally diversified direct equity strategies.
In addition to my day-to-day responsibilities, I observe on Canaccord’s UK Stock Selection Committee and contribute to the advancement of the financial services profession through my role on the Chartered Institute for Securities & Investment (CISI) Isle of Man Committee. I am an associate member of the CISI and hold the Investment Advice (Securities) Diploma.
Outside of work, I enjoy anything to do with the outdoors, hiking, sailing, camping, etc!