“The single aim is to help people reach their financial goals and targets. It is important that we take a bespoke approach as all end goals differ.”
- Locations
- London, City
Steve is an Investment Manager and Divisional Director in our London office. He constructs and manages bespoke portfolios for a range of clients such as individuals, charities and trusts. He also looks after clients of intermediaries, such as independent financial advisers.
The multi-asset portfolios typically incorporate individual equity positions, collective investments and structured products. He also looks at tax wrappers such as ISAs, SIPPs and offshore bonds and is proud of how his lateral thinking skills can help solve client issues.
Steve began his financial services career back in 1988 at Lloyd’s Underwriting Agency RW Sturge, managing private clients’ investments. Having worked at Wise Speke Limited since 1994, he joined RBC Brewin Dolphin on their takeover of that company in 1998. He is a Fellow of the Chartered Institute for Securities & Investment.