Harry O'Hare
Investment Manager
Investment management
Areas of expertise
Bespoke portfolios for charities, trusts and individuals both onshore and offshore; AIM portfolios for IHT relief; working with IFAs; three putting
Experience
Harry joined Smith & Williamson in 2017 and works with Rohan Armes and Caroline Dyson creating bespoke portfolios for a wide range of clients with different needs and investment restrictions. Harry also works on the AIM team, analysing companies that qualify for BPR relief.
Notable client work and achievements
Cash flow modelling for school fees and charitable gifting; currency management for offshore trusts using derivatives; internal mentor
Professional qualifications and memberships
CFA Charterholder. Chartered Member of the Chartered Institute for Securities & Investment (CISI).