Experienced investment professional with a history of managing AIM IHT and multi-asset portfolios across a variety of risk mandates. This includes various structures such as pensions, family trusts, companies and OEICs. Skilled in direct stock picking (particularly AIM and smaller companies), fixed income and collective investments across multiple asset classes. A CFA Charterholder and a graduate of the University of Strathclyde. Joe was recognised in Citywire Wealth Manager's Top 30 Under 30 list in 2019.