Areas of expertise
Private client investment management
Oliver joined the audit department at Smith & Williamson in 2004 before moving to the investment department in 2007 to work on a private client desk. In 2013, He took on a varied book of clients and manages private client, trust, charity and pension portfolios.
He is one of the firm’s research specialists and covered the tobacco sector for many years before moving on to the beverages sector. He is also the lead analyst for the European collective funds research.
- Oliver is a Chartered Fellow of the Chartered Institute of Securities & Investment.