Hugo manages over £400 million of client assets and has oversight for sixteen investment managers with total assets under management and administration of over £3 billion. Hugo is also a member of the management team at JM Finn, and has helped steer the firm during the evolution that has seen it move from stockbroker to wealth manager in recent years.
As well as having direct responsibility for managing portfolios for individuals, charities and trusts, he is joint deputy chairman of the Management Committee and sits on the Tailored Platform Solution Investment Committee which provides active and passive fund solutions for clients introduced via the financial planning community.
Hugo joined JM Finn in 2006 from HSBC where he ran the High Net Worth Desk in the Investment Management Division. He has 28 years of investment experience and has worked in Private Client Management all his working life, starting his career at James Capel back in 1992. He is a chartered member of the Chartered Institute for Securities & Investment having achieved the Securities Institute Diploma with papers on institutional investment advice, private client investment advice and regulation & compliance.
Hugo was recommended as a High Net Worth Manager in The Spear's 500 2019 & 2020 editions and named ‘Outstanding in Field’ in the former and a “distinguished individual” in the latter.
He holds a 2:1 degree in Economics and Politics from Durham University. Married to Charlotte, they have twin boys and a daughter and live in North Hampshire. He is a keen fisherman and enjoys walking and has recently taken up open water swimming.
James Godrich reviews the portfolios within the Coleman Street Investment service.