I’ve worked in financial services for over 20 years, holding senior roles at FTSE 100 and Fortune 500 investment managers. I’ve designed investment strategies for dozens of large institutions, including pension funds that invest the savings of thousands of employees. I led a team on the frontline of the 2022 UK gilt crisis and am also a Fellow of the Institute of Actuaries in the UK.
At the start of 2025, I decided to pursue a career-long ambition: to write about two topics I care passionately about – institutional investing and personal finance.
I believe there is a vast, untapped wealth of expertise in large institutions like pension funds and insurance companies, which can help us all make better financial decisions.
My mission is to help everyone achieve a better financial future, by demystifying the strategies of the most sophisticated institutional investors.
I live in south-east London with my wife and our two young children. Outside of finance, I enjoy reading, buying vintage furniture and am a keen follower of US politics.
Thank you for taking the time to read Big Small Money. It would be great to connect on LinkedIn, or you can reach me at info@bigsmallmoney.com.
Jon
