Professional Biography
I love understanding and focusing on the specific goals of my clients and tailoring their portfolio accordingly
How do you describe what you do?
Portfolio management for high-net-worth individuals, charities, and trusts, focusing on tailored investment strategies that align with each client’s goals, prioritising long-term capital growth with risk management.
What's next for you professionally?
Completing the Chartered Financial Analyst qualification.
How did you start off in your career?
I studied Biochemistry BSc, before moving into finance with a Finance and Investment Masters. I joined Evelyn in 2023 on the graduate rotation programme, gaining broad exposure across the business, then began my permanent investment management role in 2025.
What's your area of expertise?
I specialise in discretionary portfolio management to deliver tailored investment solutions for high net worth clients, charities and trusts. I am a direct equity analyst for the information technology sector, also overseeing healthcare collectives.
What's next for you personally?
I'm working towards Level I of the CFA to deepen the technical expertise and investment insight that I bring to portfolios. I'm particularly focused on applying this, with my coverage of the information technology sector, to enhance client outcomes.
What qualifications and memberships do you have?
- Chartered Member of the Institute for Securities & Investment
- CISI Chartered Wealth Manager qualification
- Associate member of the CFA institute