Stuart is a Portfolio Manager in the Private Wealth division. He constructs portfolios for high-net-worth individuals and trusts to meet client objectives and is a key conduit between W1M Investment Team and Private Clients relaying W1M’s investment views.
Stuart began his career in Wealth Management with the company in 2006 having previously worked at Credit Suisse Asset Management and Fidelity Brokerage Services.
Stuart takes a keen interest in sustainable investment within portfolio management having gained the CFA qualifications in ESG investing and Certificate of Climate Investing. He graduated from the University of Essex in with a 1ST Class BA (Hons) in Economics and is CFA qualified.
Outside of work, Stuart is a keen runner and has completed over ten Marathons and one Ultra Marathon.