Stuart Davies is a Partner at the LJ Partnership in London. He has 30 years’ experience of providing investment and planning advice for wealthy families, individuals, trusts and charities. His work includes detailed risk analysis for client portfolios, objective setting, portfolio benchmarking, manager search and assessment and performance monitoring. He advises ultra-high net worth individuals, trusts and other organisations in the UK and overseas, and across jurisdictions. Stuart was part of the investment advisory team at Deloitte that lead the MBO of that business to launch LJ in 2011. He has significant experience in managing assets within family wealth structures and sits on the Investment Committee for a leading UK charity.
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