Jon works as a Portfolio Manager in the Bristol office providing investment Management services and Bespoke Ethical solutions for both direct and Advisor-introduced clients. Jon sits on the Bespoke Ethical Investment Committee responsible for the research and management of Sanlam's ethical investment proposition.
After starting his career with HSBC, Jon worked for both Credit Suisse and the Private Equity team at Northern Trust. His career has included experience at Royal Bank of Canada and Investec, prior to joining Sanlam in 2016. As well as holding both the Chartered Financial Analyst Society Certificate in Investment Management and the Certificate in ESG Investing, Jon is a member of the Chartered Institute for Securities & Investment, having attained the Private Client Investment Advice Diploma.