Having served as CIO from inception of PK Wealth in 2016, Graham retired from day to day operations in April 2021. However, he remains as external advisor for our quarterly investment committee meetings where portfolio strategy is determined.
Previous roles in the UK include Chief Investment Officer of Bestinvest and Investment Director for Dexia-Ely Fund Managers. Prior to returning to the UK in 2002, Graham was an institutional fund manager in South Africa for 16 years, latterly as Head of Strategy for Fedsure Asset Managers. Graham is an industry commentator and has 30 years of experience.