Jamie O'Neill

Portfolio Manager

Jamie joined the company in 2017 and is a team head within the Private Client business, heading up a team of 5 portfolio managers overseeing £1.65bn of assets under management.

Jamie looks after direct client relationships taking responsibility for portfolio construction through to reporting. Managing a wide range of investment portfolios across the private client, US linked individuals, Trustee, and Professional Adviser space. Jamie particularly enjoys building relationships across multi-generational family portfolios.

Jamie started his career at Quilter Cheviot where he specialised in Ethical and Sustainable investments. Jamie has various investment qualifications and is a Chartered Fellow of the CISI and has a degree in Economics from Newcastle University.

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