I manage a broad range of portfolios for individuals, families and charities. My particular focus is on managing personal assets, Self-Invested Pension Plans/pension assets, family trusts and Inheritance tax planning wrappers.

My priority is assisting clients in meeting the objectives set for their portfolios, whilst keeping the volatility of their investments at a level that they are comfortable with. I aim to keep clients assured that they will have the funds they need available when they require it, by building a good relationship and understanding their financial circumstances. I work with private clients, IFA's and trustees, managing a wide range of portfolios including general investment accounts, ISA's, SIPP's, offshore bonds and trusts. I work in a large team in the London office where, over time, we have developed a disciplined investment process that provides a solid foundation for a bespoke offering to clients.

My priority is to understand my client's financial goals and tailor bespoke solutions to suit their overall investment objectives. An important part of my role is to view my client's wealth holistically and manage their investments to reflect their aspirations and level of risk, in order to deliver successful outcomes over the longer term. I specialise in managing investment portfolios for private clients, charities, pension funds and trusts, and I have a particular interest and experience in working alongside other professional advisers to develop client relationships with entrepreneurs and business owners.

I work with a team managing discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities. I am a Chartered Fellow of the Chartered Institute of Securities & Investment and hold the Chartered Wealth Manager qualification.  

My priority is to design and manage suitable investment portfolios to match my clients' risk profiles and objectives. I help them build an investment solution which takes into account their current position and financial goals and will best suit their present and future needs. I work in partnership with financial planners who specialise in providing advice regarding pension options, retirement planning and inheritance tax planning. In addition, I am the Head of our Edinburgh Office.

My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.

My role as an investment manager is to help clients reach their objectives via their investment portfolios, be it helping them to grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, pensions and other tax friendly vehicles, such as trusts and charities. I take great pleasure in taking clients through the investment journey and ultimately achieving their goals.

George is responsible for developing new business and maintains relationships with existing clients and introducers of clients. George's clients comprise of individuals, pensions, IHT solutions, Charities and Trusts.

My particular expertise is in managing portfolios for high-net-worth individuals and families, with a focus on the interaction of personal assets, Self-Invested Pension Plans/pension assets and inheritance tax planning wrappers.

I manage portfolios on behalf of individuals, trusts and charities, along with corporate and personal pension schemes.