Jon co-founded Brooks Macdonald Group plc in 1991 and managed Brooks' funds business, including the multi award-winning Defensive Capital Fund which he grew to over £700m over 9 years. He also oversaw Brooks' discretionary investment strategy from 1991 to 2021 and its MPS strategy; one of the first of its kind in the UK market.

A proven multi-asset manager with over 35 years’ experience, Jon was an early adopter of many alternative asset and derivative strategies to great effect, in both fund and discretionary format.

He has worked consistently with quantitative analysis techniques and has developed a hedge-fund quality proprietary system for his current Diversified Opportunities UCITS Fund (previously SVS Aubrey Citadel Fund) and third-party mandate (Sentinel Navigator). The Fund and Mandate were #1 & 2 in performance terms in the IA Mixed Asset 20/60% Equity sector in 2025.‍

Past performance is not a reliable indicator of future performance. Capital is at risk. The value of investments may go up as well as down.