Cuthbert is a Director and Portfolio Manager. He looks after a wide range of clients, predominantly those resident in the UK as well as some based overseas. Many of these are multi-generational families and have been clients for many years. Cuthbert is experienced in managing portfolios in different structures including personal portfolios, pensions, trusts and corporates (particularly family investment companies). In addition, Cuthbert works closely with clients' financial advisors, lawyers, accountants and/or the company financial planning team to structure the investments in the most tax efficient manner.
Cuthbert is a Chartered Financial Analyst (CFA) Charterholder, a member of the Chartered Institute for Securities and Investment and has a degree in History from Edinburgh University. He joined the company in 2017, having previously worked at JM Finn & Co.
