TPO Markets Matter - August 2020

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Investment Strategist

Senior Partner 

Specialist consultant to TPO Investment Committee

About Angad 

I am responsible for owning the framework and integrity of our investment proposition. 

I ensure our preferred portfolios are of the highest standard by conducting in-depth analysis, and offering bespoke solutions to clients that require alternative investment solutions.

About Rob 

I advise private clients across a range of planning areas including investment management, retirement planning, personal financial planning and tax efficient structures.

I look after fewer than 70 families with advised assets of almost £150 million. I oversee the continued and disciplined management of our fund selection, fund managers and Preferred Portfolios.

About Sam 

I have been a financial journalist, editor and presenter for 15 years. 

I have held senior editorial positions across the B2B press, including editing Financial Times Business's flagship investment title.

I now work as a freelance writer, content producer and presenter across trade and consumer media, as well as directly for organisations spanning financial and business sectors.