Areas of expertise
Management of investment portfolios; private clients, trusts and self-invested personal pensions (SIPPs).
Edward provides discretionary investment management advice to individuals, families and trusts. He has a broad experience of providing multi-generational advice to both new investors and those with a more established investment profile, helping individuals and trustees achieve their key investment objectives. A thorough understanding of individual client requirements is obtained before constructing bespoke portfolios that are designed to match their needs. This is done through the application of a global outlook, asset allocation and stock selection.
Edward started his career in investment management in London in 2010 and moved to the Midlands in 2017 to join Smith & Williamson.
- Chartered Fellow of the Chartered Institute for Securities & Investment (CISI)
- Holder of the CISI Private Client Investment Advice & Management qualification
- University of Bath, BA (Hons) in French, Spanish & European Studies