Andrew joined the firm in September 2002, spending five years in financial planning roles, which helped him develop a direct understanding of our clients’ requirements. His interest in investment strategy led him to move to the Investment Research team in January 2008, where he has held lead analyst roles within UK and European equities, fixed interest and commercial property and was appointed Head of Research in 2015. He managed the team of investment analysts and focused on macroeconomic research and asset allocation.
He is a strong advocate of our value investing philosophy and has played an integral role in developing the Saunderson House Investment Process. He has been a member of the Saunderson House Investment Committee since 2005, where he presents investment recommendations and helps to agree asset allocation and fund selection decisions.
Andrew is a member of the Chartered Financial Analyst (CFA) Institute and has been a CFA charterholder since 2010.