Areas of expertise
Providing integrated wealth management solutions; focussing on managing funds for individuals, families, charities and trusts.
Head of UK Growth Fund Research
Jonathan joined Smith & Williamson in 2019, following 9 years with Arbuthnot Latham Private Bank where he managed global multi-asset portfolios and was head of equity research. Earlier in his career he manged portfolios at Barclays Wealth and UBS Wealth Management. He is an experienced Investment Manager with over 15 years in the financial services industry.
Jonathan has an M.Sc. in International Banking and Finance from Durham University. He is a Chartered Wealth Manager and Chartered Fellow of Securities and Investment Institute.