Mark Smith

Partner

Mark joined the firm in February 2007 and became a Partner in July 2012. As well as helping to run the business day-to-day, Mark’s primary roles include portfolio management, being a member of the investment committee, and investment research.

Mark has been instrumental in developing the core investment strategy and unconstrained research process, resulting in client portfolios being truly multi-asset. His passion is finding new strategies and smaller funds that the firm can access and use before peers.  From a client perspective, Mark is successfully building his own client base of senior individuals from the fund management industry and other private HNW individuals.

Mark was Chairman of the Yorkshire Investment Club for ten years, an initiative he and Andrews Gwynne founded in December 2007.

Mark’s industry qualifications include the CII Diploma in Financial Planning, CII AFPC papers G10 Taxation & Trusts / G20 Personal Investment Planning, and the CFA Investment Management Certificate.

Away from the office Mark enjoys shopping for designer shirts, an addiction started when he got his first payslip!  More importantly, he is trying to be a good dad to his young son. Mark enjoys keeping fit, increasingly on his bikes.

Mark Smith