
Appearing in the Wealth Manager Top 100 for the second consecutive year, James Tuson is responsible for the investment management proposition across HFMC Wealth’s full product suite of portfolios for discretionary and advisory clients.
He has been with the firm for 15 years, and in the early years was involved in the development and launch of the discretionary investment proposition. He now has responsibility for £950m in client assets.
The TM Tellworth UK Smaller Companies fund was the most recent addition to a buy list that has remained relatively stable over the past 12 months.
His best call in that period has been a slight overweight position to UK equities. Seeking funds which can perform in an inflationary world is Tuson’s key investment theme for the next five years.