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’s Bath team in 2016. As well as holding the Chartered Financial Analyst Society Certificate in Investment Management, Jon is a member of the Chartered Institute for Securities & Investment, having attained the Private Client Investment Advice Diploma.