Joseph Smith, Investment Manager
Although Joseph looks after some investment portfolios, he also fulfils a research and analysis role in order to identify investment opportunities for individuals, pensions, trusts and charities.
Having started his career in stockbroking, he moved on to become a private-client investment manager and was a fund manager with NatWest Stockbrokers before joining Whitehead Monckton in 1996.
He has very broad experience in discretionary investment management and is able to take the 'long view' having witnessed, and been a part of, the ups and downs of the stock market for over forty years
Joseph is a Member of The Securities Institute and is a former Member of the London stock exchange.