Partner London +44 (0)20 7131 4680
Landed estates; charitable trusts; bespoke family OEICs; family office disputes.
Chris has provided advice on long-term investment strategies to families and entrepreneurs, directly managing portfolios as well as guiding overall financial strategy. His network of contacts allows him to quickly help clients identify and resolve issues. He enjoys long lasting relationships with a focused group of clients in the UK and across the world.
Chris manages portfolios in a wide range of tax environments, including pension funds and situations involving non-standard residence and domicile. He has a good understanding of alternative assets, as well as more traditional investments. He is also experienced in working with more complex family structures and issues around inheritance and succession planning.
Chris is a member of the subsidiary board of Smith & Williamson Investment Management.
Chris is a fellow of the Chartered Institute for Securities & Investment.
Chris was named Asset Manager of the Year in Spear’s High Net Worth category, 2014.
He was also awarded the title of Investment Manager of the Year at the Citywealth Magic Circle Awards in 2016 and Top 10 HNW Wealth Manager, 2017.