Ian joined Raymond James, Chichester as a Senior Investment Analyst.
Ian is part of the investment team and has input into the investment process at both a macroeconomic level as well as stock and fund selection. His duties include ensuring the investment process is up-to-date with global economics, on which he updates the team during the weekly investment meeting.
The investment team with Ian’s help ensures portfolios are kept in-line with the mandate the client has agreed with Raymond James, and Ian spends a considerable amount of his time monitoring this.
Ian has spent his entire career in investment management and banking. He has a wide knowledge of markets, taxation and financial affairs of private clients, trusts and charities. Ian is skilled in investment strategy, asset allocation and fund selection.
Before joining Raymond James, Ian worked for Thesis Asset Management, now Sanlam Wealth, as a Research Analyst where his responsibilities included direct UK equity selection and managed funds, sitting on the various investment committees. Prior to this role, Ian was an Investment Manager providing portfolio management for private clients, trusts and charities.
Ian worked previously as an Investment Manager at Hawkins Russell Jones Solicitors and also for Lloyds Private Banking where he started as a graduate trainee.
Ian is a Chartered Member of the Chartered Institute for Securities & Investment. Ian has attained the Trustee & Investment Diploma 1990, and Banking Diploma 1985 from the Chartered Institute of Bankers now Institute of Financial Services.
Ian has an MA from Merton College, Oxford University, where he studied Classics and Theology.
Ian is a Director (Governor) of Bishop Luffa School, Chichester, and active member of St Paul’s Church Chichester.