Edward specialises in the administration of family trusts and grant making charitable trusts. He has a particular interest, and expertise, in the oversight of the investment of Trust assets by portfolio managers.
Edward is a member of the Society of Trust and Estate Practitioners having completed the STEP Diploma in Trust and Estate Administration. He is also a member of The Chartered Institute for Securities and Investment and the Chartered Institute of Taxation.
Edward has an undergraduate degree in Management from Manchester University and an MSc in Finance and Investment from Cass Business School.
Edward joined the firm in August 2017 from HSBC Trust Company where he worked from 2008, the last six years as a Trust Manager.
