Adrian’s expertise covers the broad spectrum of financial planning and will help you and/or your business to:

• Grow wealth, specifically through the St. James's Place distinctive approach to investment management;
• Preserve assets for long-term financial security;
• Adequately protect assets from potential threats;
• Effectively manage capital and borrowings.

At the heart of his service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such, Adrian regularly publishes a range of newsletters exclusively for our clients, including WeekWatch, an email bulletin which provides a weekly round-up of key events in global markets and economies, as well as the latest personal finance news and quarterly magazine, The Investor.

Adrian holds an Honours Bachelor’s Degree in Financial Economics from Carleton University in Ottawa, Canada and was awarded the prestigious Chartered Financial Analyst® charter by the CFA Institute. Earning the CFA charter demonstrates that he has the knowledge, skills, and experience needed for investment analysis and management in today’s dynamic global markets. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cfainstitute.org. Adrian also holds the UK Society of Investment Professionals Investment Management Certificate.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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