Sam joined Brooks Macdonald in 2012 and manages bespoke discretionary portfolios on behalf of a range of clients. Sam holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the CISI Investment Advice Diploma (IAD) and is a Chartered Financial Analyst (CFA) Charterholder as well as a Chartered Member of the CISI. He also has a First Class BSc degree in Financial Economics and Econometrics from the University of Kent. Sam heads up our Japanese research team.