Anthony has been a senior wealth adviser to families and individuals for six years generating a loyal following based on trust, sensible long-term planning and investment portfolios that have outperformed the UK wealth management industry. Anthony has been able to use his background as an award-winning investment analyst with James Capel, Jardine Fleming and CLSA Asia Pacific, followed by eight years as a fund manager latterly running a $1.5 billion sustainable global equities portfolio team within Deutsche Asset Management to position client portfolios into more value-added funds within the Investment Management Approach overseen by St. James’s Place.
He combines this investment focus with an emphasis on first rate client service, clear communication, holistic financial planning and tailored solutions for each client. Anthony’s work with his clients has tended to focus on sorting out underperforming pensions and saving families Inheritance Tax.
Having known Ed and Tristan for many years, Anthony was very happy to join McKenzie & Co in 2023. Anthony lives near Cirencester in Gloucestershire and when not working enjoys watching his children at their sports matches, off-piste skiing, golf and tennis where he plays for his local team. He is also an active supporter of the Royal British Legion having served in the Army before starting his career in finance.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
