Jason manages discretionary investment accounts in several forms, including those for individuals, charities, trusts, pensions, and corporate vehicles. He is a Chartered Fellow of the Chartered Institute for Securities & Investment, where he is also a committee member on the Institute’s Bristol & Bath Regional Panel. At Rathbones, he sits on the committee that deal with the US regulation He is also registered as an investment manager with the SEC, in the USA and is experienced in investing for clients with tax liabilities in that country.
Jason started his city career at Killik & Co Stockbrokers in 1994, after seven years in the British Army as a Light Dragoon. He moved to Ely Fund Managers in 1998 and then joined Rathbones in 2006. Outside of Rathbones, Jason takes an active role in charitable work. He is the Chairman of Bath Recreation Ltd; a charity in the Georgian City of Bath, responsible for providing sports facilities and recreation for the local people.
He has recently finished as a trustee at Wiltshire Community Foundation, after nine years of service and is a trustee of the Gunmakers’ Company Charitable Trust where he is also a Liveryman. He is also a Freeman of the Guild of Investment Managers. Sports wise, he is a keen rugby supporter, fly fisherman and field sports enthusiast. In good weather, he can also be found riding classic motorcycles, of which he has a few.
THE WORSHIPFUL COMPANY OF GUNMAKERS
The Gunmakers Company Charitable Trust is the charitable arm of the Worshipful Company of Gunmakers which was incorporated by Royal Charter in 1637 to promote and regulate gunmaking, a role it still fulfils today.