Professional Biography
I love meeting different clients, understanding the challenges they have or are facing.
How do you describe what you do?
I manage portfolios for a wide range of clients, providing them with financial advice and support. I also play an active role in the firm’s investment process, covering the utilities and infrastructure research sectors.
What's next for you professionally?
I am continuing to work on my professional development through training courses and further qualifications, including a focus on leadership and management of teams as I grow in seniority in the firm.
How did you start off in your career?
I started my career working for Accenture in consultancy, working with clients such as Lloyds Banking Group and Vodafone. The company had a fast-paced corporate culture, and I enjoyed the breadth of projects and travel involved with the job.
What's your area of expertise?
One of my areas of expertise lies in offshore wealth management, with a particular focus on Guernsey and Jersey. I travel regularly to the islands and have established a strong network across both jurisdictions.
What's your favourite thing about your role?
I enjoy the variety of the role, which combines stock research and portfolio management with client-facing work. I particularly like meeting a wide range of different clients and building relationships with them over the long-term.
What qualifications and memberships do you have?
- Chartered Wealth Manager
- CFA
- CFA ESG Certificate