Josh joined Brooks Macdonald in 2019 and manages bespoke discretionary portfolios on behalf of a range of clients. Prior to joining Brooks Macdonald, Josh worked at Saunderson House where he was responsible for managing both discretionary and advisory money. He is a Chartered Financial Analyst and also holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification. Josh sits on our UK direct equity, UK funds and Japanese research teams. Josh is also a voting member on the Asset Selection Committee.