Matthew is the Head of Asset Allocation & Research at Scottish Widows. In this role, Matthew is responsible for setting the strategic asset allocation across Scottish Widows' multi-asset solutions. Through thought-leadership in asset allocation research, his team continuously develops and refines the company's approach to ensure optimal investment strategies.
Prior to this, Matthew served as Executive Director, Investment Oversight at Valu-Trac, an independent ACD. He also held significant roles at AJ Bell, including Head of Investment Management and Head of Passive Investments. His extensive experience spans private banking, hedge funds, and data analytics. Matthew graduated in 2011 with a first-class Maths degree and is a CFA charterholder.
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