Professional Biography
I’m driven by the chance to anticipate what’s next, imagining what new ideas could turn into and how they may shape society today.
How do you describe what you do?
Through understanding client objectives, I manage and build portfolios with our best ideas to help meet their goals. I also contribute to the investment process as a diversified financials equity analyst and a UK fund analyst.
What's next for you professionally?
Continue to build strong relationships with existing clients and expand my network to help grow wealth for future generations. I also hope to continue learning from my peers as well as through my studies to help deepen my investment expertise.
How did you start off in your career?
My career began as an economist where I gained an understanding of how the world works but struggled to see my impact. I wanted a role where I could meet inspiring people with an abundance of learning opportunities– something Evelyn is perfect for.
Where do you get your inspiration to embrace what's next?
Innovation inspires me. I’m driven by the chance to anticipate what’s next, imagining what new ideas could turn into and how they may shape society today. This motivates me to stay ahead of the curve and to seek the value in what change could bring.
What's your favourite thing about your role?
I love the opportunity to learn – whether it’s a CEO sharing the vision for their business, an analysts conviction for a stock, or a client's story of how they built their wealth. Everyone’s passion teaches me something new.
What qualifications and memberships do you have?
- Investment Advice Diploma (Level 4)
- Chartered Wealth Manager (Level 7)
- CISI Membership
- CFA Level 1