Senior Associate, Relationship Management
Tom has over eight years’ experience in wealth management and joined Tilney from Rathbone Investment Management in July 2015.
At Rathbones, Tom gained exposure to trading in a wide variety of asset classes including equities, bonds, investment trusts and hedge funds. He also developed a desire to manage investments on behalf of private clients.
At Tilney, Tom discusses suitability with a wide variety of clients, deciding on suitable asset allocation and risk profiling so they can meet their objectives. He also provides ongoing support to all Managed Portfolio Service and Multi-asset Portfolio clients.
Tom has a keen interest in global macroeconomic events and the geopolitical world landscape and is happy to discuss concerns clients have regarding these issues and their investments. He is a Member of the Chartered Institute for Securities and Investments, and has achieved a Masters in Wealth Management from them.
In his spare time, Tom enjoys sport, particularly cricket and football and is a passionate supporter of the England cricket team and Birmingham City.