+44 (0)20 7290 9746
As a member of the Client Relationship Management team, Ed ’s role encompasses Portfolio Construction and Client Service, as well as responsibility for a number of client relationships. Ed’s calm and approachable manner, combined with an experienced background in wealth management, have allowed him to forge very strong relationships with his clients and ensure they achieve their financial objectives.
Ed graduated from Newcastle University in 1999 with a BSc Hons in Business Management and Marketing. He joined Merrill Lynch International Private Client Group (IPCG) in London in 1999, where he worked alongside the UK Management team and was predominantly responsible for the co-ordination of UK client relationships within the broader team of financial consultants. Ed was quick to recognise the aligned interests of the private investment office model and joined Fleming Family & Partners in 2003, shortly after they had opened their doors to non-Fleming family clients. Ed held roles within their Asset Management team, where he managed client portfolios as a client relationship manager for almost 10 years, before joining Lord North Street in January 2013.
Ed is a Member of the Securities Institute.