Patrick enjoys helping clients find and create simple solutions to their complex financial situations. He is a Chartered member of the Chartered Institute of Securities and Investment (CISI) having achieved his Level 6 Private Client Investment Advice and Management (PCIAM) qualification.
He is particularly focussed on developing a solution that is low cost and tax efficient with simplicity being a key overlay.
Having studied Economics at University and completed his dissertation on the Impact of High Frequency Trading, Patrick has a sound understanding of the Efficient Market Hypothesis and strongly believes in MASECO’s factor-based approach to investing.
Patrick enjoys working collaboratively with clients to understand their financial situation and ensure they are making well informed investment decisions.
In his spare time…
Patrick spends his weekends playing rugby for his school alumni club and tries to squeeze in a round of golf or game of squash whenever possible. He also enjoys skiing and tries to get away for a few days a year with friends and family.