Investment Systems and Research Analyst
Direct Dial: 01603 786884
Matthew is a member of our Investment Management team. He joined S&P in 2003 as an Office Junior and has studied extensively since then to achieve a wide range of Financial Services qualifications. He holds the Investment Management Certificate and the Advanced Diploma in Financial Planning as well as certificates in many specific disciplines including Discretionary Investment Management, Investment Operations and Securities Advice and Dealing.
In 2018 Matthew earnt his FPFS designation and became a Fellow of the Personal Finance Society.
Matthew’s role involves meeting Fund Managers and researching funds for inclusion in the S&P Managed Portfolios and bespoke client mandates. In addition, he provides commentary on market changes for client reports. He sees the most important part of his role as ensuring that we know exactly what investments we hold, why we hold them and how they fit in with other holdings within the managed portfolio range.
Matthew is married with three children. When time permits, he enjoys running and cycling, but reports that most of his free time is spent doing what the children tell him to do.