Graham is a Portfolio Specialist at NGEN Capital and works very closely with the portfolio management team in areas of asset allocation and research. He started his career as a barrister and is a member of the Middle Temple, which is one of the four Inns of Court in England & Wales. Previously, he has worked for private banks such as Robert Fleming and Duncan Lawrie as well as smaller niche financial planning firms. In his last role he designed and managed a non-discretionary portfolio management service for wealth management clients.
Graham has over 30 years’ experience in financial services. He has previously written articles in the Financial Times as well as specialist financial planning magazines. His areas of expertise include investment, retirement and estate planning.