Eline Lofgren

Areas of expertise

Eline specialises in:

Charities; family office; private clients; self-invested personal pensions; trusts; other small institutions.

Experience

Eline has over 15 years of investment experience, including working for an independent stockbroker and as a member of the Global Portfolio Construction Committee for a large investment bank. She specialises in managing funds for large and bespoke client mandates and she is a member of the Stewardship and Responsible Investment Group as well as the Scottish Charity Team. Eline is a speaker at seminars, typically on charity and responsible investment matters and in a personal capacity she is a Trustee for the Veterans Foundation - a nationwide source of funding for armed forces charities.

Notable client work and achievements

Guiding and implementing investment strategy for a family office during particularly challenging, pandemic-related macro economic conditions.

Professional qualifications and memberships

Eline is a Chartered Member of the Institute for Securities & Investment

Eline was listed as Recommended wealth manager in Spear’s High Net Worth category in 2020, 2021 and 2022.