Jonathan is a fund manager for the Henley-based UK Equities team and is responsible for the management of a number of UK small cap portfolios.

Jonathan began his investment career with Lazard Asset Management in 1997, where he specialised in private client fund administration, before joining Invesco in a similar role in 2000. In 2004 he joined the Henley UK Equities team as a trainee fund manager and, after three years specialising in the UK small cap sector, became a fund manager in his own right.

Jonathan graduated with a BSc in Bio-Chemistry from the University of Manchester Institute of Science and Technology (UMIST) and has also secured both the Investment Management Certificate from the CFA Society of the UK and the Securities Institute Diploma.

Job title: UK Small Cap Equities Fund Manager
In group: 23 Years
Experience: 26 Years
Location: Henley-on-Thames
Team: Global Small Cap team