Areas of expertise
UK and international private clients, charities, entrepreneurs, families, onshore and offshore portfolios.
Alex previously worked as an Equity Analyst at Kleinwort Benson. He works closely with individuals, families, pensions and trusts and invests the portfolios he manages to all risk parameters and investment objectives and across all asset classes.
He heads up the North America Collectives Research team and is responsible for recommending and analysing third party funds. He also leads the equity research team for the Support Services sector and is a committee member of the AIM portfolio service.
Notable client work and achievements
Alex was named in Citywire’s Top 100 Wealth Managers in 2018
- CFA Charterholder
- Chartered Fellow of the Institute for Securities and Investment