Stewart joined RSMR in August 2011 and has played a key role in the development of the market-leading RSMR ratings service and also manages a large number of bespoke advisory portfolios on behalf of a wide range of IFA clients. He is lead Portfolio Manager for the Rfolios discretionary portfolios having been involved since their launch as well as the management of the preceding advisory portfolios from their launch back in 2015.
Stewart joined RSMR from Honister Capital where he was part of the internal research team responsible for fund and product research, including construction of the recommended fund and product lists for the company’s financial advisers involving, amongst other aspects, face-to-face meetings with fund managers and attending conferences.
07715 205631
stewart.smith@rsmr.co.uk