Areas of expertise
Discretionary investment management and strategy; private client portfolios including taxable accounts, ISAs, SIPPs, offshore bonds and private OEICs; charities.
Jules has worked in the industry for 25 years, and joined Smith & Williamson in 2019. He specialises in discretionary investment management for individuals, families and family trusts, as well as charities. His main area of expertise is constructing and managing bespoke portfolios and working closely with his clients to achieve their financial objectives over the long term.
As a Chartered Wealth Manager he is able to discuss all areas of personal wealth, liaising where appropriate with other professional advisors, whilst specialising in portfolio construction and investment management.
Chartered Wealth Manager, Chartered Fellow of the Institute for Securities & Investment (FCSI).