Mark manages discretionary portfolios for individuals, trustees, charities and corporates, working with UK and overseas clients. He is also a member of our Consumer Duty Working Group, sits on the Compliance Committee and contributes to our investment publications.
Mark joined the team 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.