After graduating from the University of Oxford, Edward joined stockbrokers Montagu Loebl Stanley & Co in 1985 gaining experience in discretionary portfolio management, before moving onto the high net worth desk following the company’s acquisition by Robert Fleming & Co. Following two years of further academic study at the University of Cambridge, Edward joined Wise Speke in 1996 which was subsequently acquired by Brewin Dolphin, where he was a divisional director from 1998. Edward joined JM Finn in March 2016 to manage portfolios for private clients, trusts, charities and self-invested personal pensions (SIPPs).
