Investment research director
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I am currently Investment Director at Saunderson House, a Rathbones Group company. My 21 year career has involved fund manager research, macro and asset allocation research, portfolio construction, portfolio management and running a team of analysts. At the firm's peak before acquisition by Rathbones, I was responsible for £5bn of assets and a team of 10.
I have worked at Saunderson House since 2002, when I started as a graduate trainee. I progressed to becoming a fund analyst in 2008, then Head of Research in 2015. At this time, I launched a discretionary investment service for Saunderson House. In 2018 I became Investment Director, responsible for the delivery of the investment proposition to clients.
I am a CFA charterholder.
