Adam Moon

  • BSc CFA


Adam has worked in the City for over twelve years helping a wide variety of clients manage their investment portfolios. He has extensive experience in investment research, asset allocation and portfolio management. He has helped manage investment portfolios for high net worth and charity clients at Mazars Wealth Management as well as managing discretionary multi-asset fund of funds at Metlife/Alico. His career began at Aon Consulting advising corporate pension scheme trustees on investment issues.

In addition to being a CFA charterholder Adam has passed the IMC and holds a BSc in Management Science from the University of Manchester. In his spare time Adam is a keen traveller and sportsman trying to master the arts of golf, football, cricket and snowboarding.