Jamie joined the company in 2017 and is a Team Head within the Private Client business.
Looking after direct and intermediated client relationships taking responsibility of all aspects, from portfolio construction to client reporting. Managing a wide range of investment portfolios across the Private Client, US Persons 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, with numerous investment qualifications including Chartered Fellow of the CISI and has a degree in Economics from Newcastle University.
Outside of the office, Jamie is an avid skier having recently returned from a touring trip to Svalbard.
