Graham joined Private Office Asset Management Limited, as Investment Director, in January 2018.
Graham has worked in the financial services industry for the past thirty five years. He started with the Clydesdale Bank in Scotland before moving to Lloyds Private Banking in Mayfair. Graham, as the investment manager, moved with a team of three other colleagues to Merrill Lynch International Private Client.
He managed the investment portfolios of celebrities, sportsmen and entrepreneurs, – reaching £2bn in assets under management. After leaving Merrill Lynch with another member of the team Graham set up a fund management company in Monaco where he worked for 8 years.
Graham has a Bachelors Degree in Economics and a Master of Business Administration Degree (MBA). Graham is also member of the Chartered institute of Bankers in Scotland.
Graham’s role with us includes raising assets, advising on private client investment strategies, managing client portfolios, overseeing the range of Private Office Asset Management model portfolios (collectives and direct), and he sits on the company’s monthly asset allocation and investment committees. He also authors the company’s weekly market update newsletter.
Graham enjoys most sports, running and going to the gym. He is a keen supporter of Glasgow Rangers Football Club.