Areas of expertise
Charitable trusts; private clients; self-invested personal pensions (SIPPs); private client trusts.
Adrian worked in the investment industry for over 35 years; initially as an investment analyst before moving on to manage pension fund investments. He joined Albert E. Sharp in Birmingham in 1992 to set up and manage the firm’s European equity unit trust. This has evolved into other gross fund management roles within charities and pension funds. He is a regular contributor of articles for internal and external publications covering the charity sector.
- Chartered Fellow of the Chartered Institute for Securities and Investment (CISI)
- Trustee of the City of Birmingham Symphony Orchestra Pension Fund.