Jonathan began his career in finance 30 years ago at Smith & Williamson, although a move to become the fund manager of the Kleinwort Benson North American Fund saw him switch to institutional fund management a few years later. Following this he left to join CCLA, the largest charity focused fund manager in the UK, running North American equities across various mandates, until the desire to leave London saw him switch back to private client work in East Anglia. Jonathan joined JM Finn in 2007 from Gerrard and is a keen skier and follower of rugby, having played extensively when younger.
What can investors expect over the coming months with a new Prime Minister and continued geo-political tensions?
Investment director Paul Tyndall reviews one of the most challenging years of his career to date.