About Alex
I joined the wealth management industry in 1993 and became a part of the company when it acquired Hargreave Hale in 2018. I manage portfolios for a variety of private clients, pension funds, companies and charities and I'm committed to helping my clients achieve their financial goals. I sit on the Small Cap Investment Committee which provides a platform for idea generation and collaboration with other experienced colleagues. I am a Chartered Member of the CISI.
I live in rural Wiltshire, have three children and enjoy an active lifestyle walking and running in the countryside as well as playing football and tennis.