Experience

TMGA Wealth Management

• Jersey
• Investment Management
• 1 - 100 Employee

• Senior Investment Director

  • May 2021 - Present

  I have over 30 years’ experience in the wealth management and investment industry, managing a wide range of clients including HNWIs, charities and intermediaries. I specialise in discretionary management, covering multi-currency investment strategies across global equity and capital markets. I have over 30 years’ experience in the wealth management and investment industry, managing a wide range of clients including HNWIs, charities and intermediaries. I specialise in discretionary management, covering multi-currency investment strategies across global equity and capital markets.



Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

• United Kingdom
• Investment Management
• 400 - 500 Employee

• Investment Director

  • Sep 2018 - Mar 2021

  Discretionary Investment Management - I have worked in the wealth management and investment industry for over 20 years - also a qualified Chartered Accountant Discretionary Investment Management - I have worked in the wealth management and investment industry for over 20 years - also a qualified Chartered Accountant


Brooks Macdonald International
• Financial Services
• Discretionary Management and advice to advisory clients

  • Nov 2012 - Sep 2018

Spearpoint Limited
• United Kingdom
• Real Estate
• Principal

  • Jul 2008 - Nov 2012

Collins Stewart Stockbrokers
• Director

  • 1998 - 2008


Price Waterhouse

• United States
• Accounting
• 1 - 100 Employee

• Assistant Manager

  • 1991 - 1997

  Qualified as Chartered Accountant Qualified as Chartered Accountant