Fund Manager
Jonathon Marchant CFA
First-class UEA Business graduate and CFA charterholder Jonathon manages Mattioli Woods' UK Dynamic, Property Securities and Responsible Equity Funds.
“Some of my most valuable investment lessons came before I ever had a formal career.”
Growing up, investment magazines were just part of the furniture. My dad was a member of a local investment club and an entrepreneur, so conversations about business and markets felt completely normal. I started investing at a young age – making real decisions with real money – and the lessons I learned early, including the mistakes, turned out to be some of the most formative of my career.
That grounding matters. By the time I joined Mattioli Woods in 2015 I had graduated with a first-class honours degree in Business Management from the University of East Anglia, and earned the Chartered Financial Analyst (CFA) charter.
Today, I manage the UK Dynamic Fund, direct equity portfolios, AIM IHT service and I sit on the Asset Allocation Committee. What I enjoy most is helping clients make sense of what they’re reading in the media and what it actually means for their portfolios. Markets generate a lot of noise. My job is to cut through it, to provide the deeper insight and context that helps people understand what they hold, why they hold it, and how it fits their goals.
That same curiosity that had me picking up investment magazines as a teenager still drives me today. The fundamentals haven’t changed: understand the business, manage the risk, and stay focused on what you’re building toward.
Outside of work, I’m kept busy by a young family and two sons. I love racket sports and running with the competitive mindset that comes with both carrying straight into how I approach portfolio management.
