Fund management; private clients; trusts, pension funds; charities.
John heads the investment management team in Smith & Williamson’s Bristol office and is the regional head of private clients, responsible for developing business across six offices.
Since moving to Bristol in 1990, John has been involved in the long-term management of diversified investment portfolios on behalf of a number of families and their trusts. He has experience working with landed families who have complicated investment issues, including an instance of gradually reducing a family’s exposure to a listed company enabling them to pass assets on to the younger generation.
John also has a special interest in charity fund management and has looked after some of the more significant Bristol charities for more than 20 years.
Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).