Joe has 13 years’ experience distributing funds and investment trusts to the UK wholesale client channel.

He joined Fidante in January 2026, having previously spent four years at investment bank Panmure Liberum, where he focused on investment trust broking.

Prior to that, Joe held roles at BMO Global Asset Management, Merian Global Investors and Fidelity International.

He holds a degree in Business Management from Plymouth University.