Drawing on his experience in investment consulting, portfolio management and operations, Shaun delivers data-driven insights and messaging to our investment team, supporting performance analysis, portfolio construction and client engagement.
Shaun joined us in 2025 from Stonewood Wealth Management LLP, where he was a portfolio manager with co-management responsibilities for a range of risk-profiled, multi-asset fund-of-fund portfolios.
He previously held investment consulting roles at Willis Towers Watson and Mercer, advising institutional clients on asset allocation, portfolio construction, investment strategy and performance analysis.
Shaun is a CFA® and CAIA® Charterholder. He holds a BSc. in Mathematics with Actuarial Science from the University of Southampton.