Matt is responsible for managing discretionary portfolios for onshore and offshore clients.
He joined the investment team in 2025 from Evelyn Partners, where he managed portfolios for private clients, charities and trusts. Alongside his portfolio management role, Matt was responsible for energy and utilities equity research and was a member of the firm’s direct investment group.
Matt holds a first-class honours degree in Economics with French from the University of Nottingham and is fluent in French. He is a CFA Charterholder® and a Chartered Member of the Chartered Institute for Securities and Investment (CISI), and holds the CFA Certificate in ESG Investing.