Joshua has a multi-facted role and is primarily responsible for the day-to-day general administration of the firm, ensuring records and data are accurately maintained and kept up to date. Joshua also undertakes numerous statistical projects and uses his excellent IT skills to enhance the in-house streamlining of processes. Joshua assists with the firm's investment research process, obtaining, collating, and highlighting key and strategic data for further analysis by the team and Chief Investment Officer. This is a crucial role given the extent and scope of stocks and asset classes that are regularly reviewed by the firm to ensure the right decisions are taken when constructing, managing, and maintaining discretionary portfolios.
Joshua enjoys relaxing at home with family and friends and in particular has a keen interest in computer programming and gaming.