Scott’s career in financial markets spans over 20 years, working with private and institutional clients, including not-for-profit organisations, iwi and Trusts.

He is a Chartered Financial Analyst – a rare and prestigious professional Funds Management designation – and reformed fund manager. Scott has expertise in the review, analysis, and drafting of Statements of Investment Policy and Objectives (SIPOs), Investment Policy Statements, portfolio reports, portfolio construction, portfolio performance attribution, and security analysis. He also ensures investment funds are managed consistently with the required rate of return, needs and objectives of the relevant organisation. He is ideally suited to reporting to Boards, Committees, and Trustees.

Scott’s work with high-net-worth families, iwi, not-for-profit organisations, local and national bodies and individuals has helped him develop significant insight into intergenerational wealth transfer, equity and succession planning issues. While each issue and family is different, they can all benefit from having a dispassionate, professional and trusted voice in the room. It is an area where Scott thrives.

Scott holds a Bachelor of Commerce in Economics and a Post Graduate Diploma in Business Studies – Personal Financial Planning.

Scott lives in Christchurch with his wife and three children and in his free time, he enjoys exercising and keeping fit.