Experienced Analyst, investor, writer, presenter

With just shy 30 years of financial services experience as an investor, sell-side analyst, Director of Research, writer and consultant, I have a unique and versatile approach. Throughout my career, I have focused exclusively on the financials space (banking, insurance, diversified financials and payments) at a global and pan-European level.

Significant experience starting and building out businesses that can be incorporated into strategic and financial planning. Examples include the successful launch of pan-European fund, Trident Financials (JO Hambro Capital Management - 2004-08); build-out, from scratch,  of European sell-side banks research at FBR Capital Markets (2008-10); and the development of Bloomberg Intelligence's global research platform (450 staff, global coverage, 2011-2023).

A fairly unique combination of  financial, analytical and organisational/planning skills allows me to bring a compelling perspective and a fresh pair of eyes. I love a challenge, and can help your business differentiate itself and chart a new or improved path.

Since going solo in May 2023, I have helped businesses and individuals explore topics key for their business. I can provide examples of articles, white papers, webinars and research as a testament to my versatility and breadth of experience. References also available on request. I started in the City in 1995 having studied Classics at Oxford University.