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Jonathan joined Brooks Macdonald in 2011 and manages a range of discretionary portfolios for intermediary relationships based in Africa, as well as local and international private clients.

Prior to his current role, Jonathan was seconded to our Guernsey office for four years to head up the discretionary investment management team and manage bespoke discretionary portfolios on behalf of a range of clients. He has over 17 years’ experience in the financial services industry.

Jonathan is a fellow of the Association of Certified Chartered Accountants (ACCA) and holds the CISI level 6 Certificate in Private Client Investment Advice and Management.