Ian has over 15 years’ experience in financial services and has managed both bespoke and model portfolios for private clients, charities, and trusts. He has sat on Fund Selection, Asset Allocation, and Alternative investments committees. Ian possesses a detailed knowledge of fund and stock selection, portfolio construction, and asset allocation. He has an interest in financial and economic history, which informs his views. In 2022 he was voted “Wealth Manager of the Year (male)” in the City of London Wealth Management Awards (COLWMA), which was based on client votes. Ian has been quoted in publications including Investors Chronicle, Investment Week, and Citywire Wealth Manager. A Chartered Fellow of the Chartered Institute for Securities & Investment and Chartered Wealth Manager...
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Wealth Manager at Peregrine & Black