Areas of expertise
Fergus co-ordinates the in-house equity sector specialist system and covers the European pharmaceutical sector.
Fergus joined Smith & Williamson in 2005 and became a Partner in 2013. He specialises in the management of global equity and multi-asset portfolios for charities, private client, trust and offshore family OEIC portfolios, with direct responsibility for assets in excess of £270m. He is a member of the Investment Process Committee with responsibility for overseeing the firm’s internal research process for direct investments. As part of this process, he is the equity sector specialist for the European Pharmaceutical sector.
- MA (Hons) from the University of St Andrews
- Fellow of the Chartered Institute for Securities and Investment
- CFA Charterholder since 2011.