With over three decades of investment experience, Mark joined the team in 2010. He develops and manages our long-term strategy and oversees all operations and business activities for the firm. He manages client portfolios and relationships, as well as contributing to the firm’s investment research activities, bringing valuable perspective and experience. Mark has a firm belief in the importance of keeping things simple, ensuring that the business is focused on achieving excellence for our clients.
Mark was previously Deputy CEO and Head of UK Private Clients & Charities at Newton Investment Management having joined the firm in 1986. He began his career as a trainee stockbroker at Vivian Grey in 1985.
Mark sits on the FCA’s Smaller Business Practitioner Panel which is an independent statutory body, set up to provide advice and challenge from the point of view of smaller regulated firms in the industry. He holds a BA in Business Studies and is a Member of CFA Society UK.