Jonathan Smith

Jonathan Smith, CFA, currently serves as a Portfolio Manager at Coutts since October 2023. Prior to this, Jonathan held the position of Head of Research and Sustainable Portfolios at Casterbridge Wealth Investments from May 2017 to July 2023, where Jonathan also worked as a Research Analyst. Jonathan's career began at Hargreaves Lansdown as an Investment Helpdesk Consultant from September 2014 to May 2016, following a summer marketing internship at Standard Life Investments in mid-2013. Early experience includes a role as a Store Associate at Staples from September 2010 to December 2012. Jonathan earned a degree in Business Management from the University of East Anglia from September 2011 to June 2014, focusing on business, management, marketing, and related support services.