“My role is helping clients not just for a day or week but over the long term. Their objectives will naturally change over the years but by maintaining a close relationship we can evolve and adapt together.”
Jonathon helped establish our Truro office in 2008. He is an Investment Manager specialising in managing multi-asset portfolios for private clients, trusts, self-invested personal pensions and charities. A main area of expertise is managing the investments of multigenerational families, including those involved in agricultural businesses and estates.
He is particularly proud of spotting the opportunity for a wealth management provider in Cornwall. He believes his local background as well as the broad experience of both himself and the team have been important ingredients of its success.
Jonathon began his financial services career in 1988 at Mercury Asset Management. He also worked for companies such as Citibank before returning home to Cornwall to work for Truro Stockbrokers in 2001. He has worked for RBC Brewin Dolphin since 2008. Jonathon is a CFA member, a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.