Areas of expertise
Private clients, family offices, offshore trusts, charities.
Joe has 20 years' experience in the finance industry, 18 of these focussing exclusively on investment management for private clients and charities. His clients have historically ranged from UK landed estates and entrepreneurs, to international trust structures on behalf of globally-based UHNWs, in addition to a number of charity and pension portfolios.
Joe's experience centres on building bespoke portfolio solutions to meet client requirements, using equities, fixed income and alternative investments. He has implemented these strategies for clients in various tax jurisdictions, working closely with professional advisers in most cases.
Joe holds a Bachelor of Commerce degree from University College Dublin and studied Actuarial Science at the Michael Smurfit Graduate School of Business. He attained the Investment Management Certificate (IMC), the Private Client Investment Advice & Management (PCIAM) certificate, is a Member of the Chartered Institute for Securities & Investment and is also a Chartered Wealth Manager (CISI designation).