Tom Lawson, CFA

Tom joined the company in 2019 and focuses on managing portfolios for a diverse range of clients, including international & UK private clients, multi-generational families and professional individuals. He started his career in management consulting across capital markets, before moving into client roles in wealth management.

He works closely with clients to help structure and manage their wealth in a way that reflects their goals and circumstances. His approach is collaborative and practical, aiming to simplify complex situations and provide clarity around long-term planning. Tom is a Chartered Financial Analyst, and a member of the Chartered Institute for Securities and Investment (CISI). Tom also draws on a trusted network of professional contacts, including tax advisers and legal specialists, to ensure clients benefit from a joined-up approach across a wide range of financial and related matters.

He graduated from the University of Cambridge with a master’s degree in manufacturing engineering, and commissioned into the Army Reserve at the Royal Military Academy Sandhurst.