Independent, Experienced, and Focused on Better Outcomes
I founded Buckingham Research to provide independent, selective, and practical investment research. Having managed and built multi-asset propositions inside leading UK wealth firms, I now work with adviser firms and asset managers to strengthen investment frameworks, evidence Consumer Duty, and deliver genuine insights into allocator behaviour.
My Background
Since joining the industry nearly a decade ago, I have worked as a multi-asset portfolio manager across several wealth management firms, contributing to a wide range of investment propositions. My career has been intentionally diverse, giving me experience not only in managing portfolios but also in building investment propositions from the ground up.
I have served on numerous investment committees, covering every part of the investment process, including:
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Asset Allocation
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Portfolio Construction
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Fund Selection
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ESG
This breadth of experience ensures I bring a comprehensive perspective to both outsourced and in-house investment models.
Industry Recognition
My commentary has been published in outlets including the Financial Times, Citywire, and Trustnet. In 2022, I was named in Citywire’s Top 30 Under 30 list, recognising emerging talent in the UK investment industry.
I am a CFA charterholder and serve on judging panels for leading industry awards, including Investment Week’s Fund Manager of the Year and the Professional Adviser Awards.
My Philosophy
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Independent:
I do not accept fees from the portfolios or providers I assess. This independence ensures my analysis is objective and adviser-focused.
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Practical
My work is designed to be usable straight away – providing actionable insights, clear frameworks, and time-saving tools for advisers and asset managers.
