Professional Biography
It is incredibly rewarding to see a client relationship build and flourish to drive real impact
How do you describe what you do?
I manage charity and private client portfolios with a wide range of objectives. I have a specialism in responsible investing and cater to detailed and complex requirements in this space.
What's next for you professionally?
I am keen to continue learning how I can best help clients. I’m excited to deepen my expertise in responsible investing, drive tangible impact for clients harnessing data and help shape our investment strategies.
How did you start off in your career?
I started on the graduate scheme. At university, Girls Are Investors events inspired me to join the industry. I’m now Evelyn’s lead GAIN coordinator - a nice full-circle moment supporting more women into investment management!
What's your area of expertise?
I do a lot of work in the responsible space - particularly for charities with unique and specific requirements. I've been fortunate enough to speak at a number of webinars and conferences discussing topics at the front of clients' minds.
What's your favourite thing about your role?
Feeling as though you can make a difference to clients using our extensive specialism and resource; it is incredibly rewarding to see a client relationship build and flourish to drive real impact.
What qualifications and memberships do you have?
- CISI Chartered Wealth Manager
- MEng
- MSc Finance