Jonathan Clatworthy

Areas of expertise

Jonathan is a specialist in running low cost investment strategies for individuals, families and multi-family offices, working closely with tax and financial planning professionals to ensure that all elements of a client’s wealth are considered.

He is head of Passive Fund Team and UK Growth Collectives Research, and co-manager on the Best Invest Smart Fund range.

Experience

Jonathan is a Partner joining the firm in 2019, following 9 years with Arbuthnot Latham Private Bank where he managed global multi-asset portfolios and was head of equity research. Earlier in his career he manged portfolios at Barclays Wealth and UBS Wealth Management. He is an experienced Investment Manager with over 18 years in the financial services industry.

Professional qualifications/memberships

Jonathan has an M.Sc. in International Banking and Finance from Durham University. He is a Chartered Wealth Manager and Chartered Fellow of Securities and Investment Institute.