LIVES
Shepherd’s Bush, London Country
FAMILY
Married to Sally, and expecting our first child as this magazine goes to press!
STARTED AT JM FINN
November 2013
IF YOU WEREN'T AN INVESTMENT MANAGER?
Professional Polo Player – I played growing up and the sport is exhilarating and addictive. But, despite the perceived glitz and glam, it doesn’t pay the bills
FAVOURITE SPORTING MOMENT
Sunday 14th July 2019 – England won the ICC Cricket World Cup, Djokovic and Federer battled out an epic five set Wimbledon Final, and Lewis Hamilton won the British Grand Prix. It was also the day I met my wife
DREAM DINNER PARTY GUESTS
Daniel Kahneman (psychologist), Cicero (Roman statesman), Susie Wolff (former motorsport driver)
PREFERRED MUSIC
Indie rock of the 1990s/2000s – Arctic Monkeys, Two Door Cinema Club, Alt-J, Guillemots
HOBBIES AND PASTIMES
All manner of sport, but particularly golf, tennis, running, and increasingly padel
FONDEST MEMORY
My wedding day in January 2022, at my parents-in-law’s home in the foothills of Mt. Kenya
In addition to being a Senior Investment Manager, you are also Chair of JM Finn’s Young Investment Managers Forum and Chair of the firm’s Collective Investments Committee. What do those roles entail, and how do you balance your responsibilities?
Research of third party collective funds is done by the Investment Managers at JM Finn. Chairing the committee involves ensuring consistent and high quality research, and encouraging the committee members to discuss and debate their research with Investment Managers across the company.
JM Finn's Young Investment Managers Forum (YMIF) gives the firm's emerging talent a platform to bring forward ideas and learn from our peers. As Chair, my role is to develop and lead the schedule of events and seminars.
I see both roles as enhancing my job as an Investment Manager, so it's less a case of balancing responsibilities and more of embracing the breadth of my role.
You have been with JM Finn for 10 years – how has your experience been?
What always strikes me is the strength of the relationships that Investment Managers at JM Finn are able to build with clients. In that time, I've discussed investing for the future of newborns, shared in the delight of clients purchasing a first property, invested the proceeds of company sales, and sadly, attended the funeral of a client who phoned me to discuss the market and more, every working day. It is a true privilege to earn the trust of clients and I hope that 10 years is just the start.
What has been the most significant moment of your career so far?
The start of the pandemic exacerbated the inflationary pressures that led to 18 months of interest rate rises and a fundamental change to the investment landscape that I had experienced hitherto in my career. The rollercoaster of market movements during that period was an invaluable experience and taught me a great deal: world equity markets fell over 30% in four weeks during February and March 2020, before recovering fully by that November – showing the strength of staying invested through periods of volatility and trusting in the quality of the companies in the portfolio.
