Investment Director
Responsibilities
Manager of discretionary portfolios for private clients, trusts, charities and pension funds. Research responsibility for global funds, property, private equity and investment trusts. Member of the Investment Strategy Group.
Previously
Over thirty years investment experience. Gerald began his career in private banking at Hambros Bank (1973-1978). He then was employed by stockbrokers Phillips & Drew (1978-1988) & Capel-Cure Myers (1988-1998) within their private client operation and as a member of their asset allocation committee. Gerald then joined the UK private client division of Amvescap (1998-2004) as a private client portfolio manager. This business was subsequently sold to Singer & Friedlander (2004-2006). Gerald joined Ingenious in 2006.