Mark manages discretionary portfolios for individuals, trustees, charities and corporates, working with UK and overseas clients. He is also member of Meridiem’s Consumer Duty Working Group, sits on the Compliance Committee and contributes to our investment publications.
Mark joined Meridiem in 2021 after seven years as a client adviser with Rothschild & Co Wealth Management. He began his career as an investment consultant at Mercer.
He is a CFA ® Charterholder, a Chartered Member of the Chartered Institute for Securities & Investment and holds a BSc (Hons) in Economics from the University of Warwick.