Harry O'Hare

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).