Areas of expertise
Discretionary investment management for private clients; multi-asset investing in both direct securities and collectives.
Tom joined Smith & Williamson in 2015 after graduating with First Class honours in Politics, Philosophy & Economics from the University of Manchester.
In addition to managing private client portfolios, Tom is the lead analyst on Corporate, Global and Sovereign bond funds at Smith & Williamson. He joined the firm’s Fixed Income Group in 2019.
Tom is a sector specialist in the Consumer Services equity sector, covering UK and International stocks. He works on the Structured Products team, with responsibility for approving the use of equity-based derivatives in client portfolios.
Notable client work and achievements
- Tom was featured in Citywire’s ‘Top 30 Under 30’ in 2020
Tom is a Member of the Chartered Institute for Securities and Investment.
He also holds the CISI Investment Advice Diploma.