Areas of expertise
Discretionary investment management and advice; corporate pensions; charities; private client portfolios including ISAs, SIPPs and trusts.
Sean has over 25 years’ experience in investment management, including investment strategy, stock and fund research. His main responsibilities at Smith & Williamson include managing corporate pension funds and private client portfolios.
He joined Smith & Williamson in 2012 from a wealth management firm and has previously worked at two of the major investment banks.
- Constructing successful low-volatility portfolios to protect clients’ capital through difficult market conditions.
- Providing an overview of the asset allocation for investments and independent analysis of fund managers’ performance and methodology.
Holds the Certificate in Investment Management of the Chartered Institute for Securities & Investment (CISI).