Investment Director
Responsibilities
Manager of discretionary portfolios for private clients, trusts, charities and pension funds. Head of Funds responsible for our fund selection process. Research responsibility for UK Equity Funds. Member of the Investment Strategy Group.
Previously
Over thirty years of private client investment experience. Initially in private banking at Lloyds Bank (1973-1980), then stockbroking at Phillips & Drew (1980-1983) and Hoare Govett (1983-1988). He then left to found what became the UK private client division of Amvescap (1988-2004). Here he specialised in private client investment management, was head of fund selection and a member of the asset allocation committee. This business was subsequently sold to Singer & Friedlander (2004-2006). Paul joined Ingenious in 2006 and is a Member of the Securities Institute.