Emily Goss

Areas of expertise

Emily is a manager of discretionary portfolios for private clients, trusts and charities. She is investment lead for Deloitte within our Professional Practice team, working with Partners and those with independence restrictions.

Emily also specialising in looking after US-connected clients

Experience

Emily joined the firm in 2017 and has a growing book of clients as part of a team with c.£1 billion client assets under management.

Along with the day-to-day management of investment portfolios, Emily is also one of the firm’s research specialists with responsibility for US Equity funds

Professional qualifications and memberships

Investment Advice Diploma
Chartered Wealth Manager
Chartered Fellow of the Chartered Institute for Securities & Investment (CISI)