Areas of expertise
Private client discretionary investment management – including personal portfolios, pensions and trusts.
Chris has been working in investment management since joining Smith & Williamson in 2002. He manages discretionary portfolios for individuals and families investing across the whole range of their financial assets including taxable portfolios, ISAs, pensions and family trusts.
In many cases he works closely with the client’s tax advisers and financial planners (both in-house and external) to help provide a comprehensive financial wealth management service. Chris is also one of the firm’s research analysts specialising in the Asian collective investment sector.
- Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
- He holds the Investment Management Certificate (IMC) and the CISI Diploma in Wealth Management.