Professional Biography
I enjoy building real connections and helping clients feel secure, so they can spend more time doing what they love.
How do you describe what you do?
I build long-term relationships with families, charities, and trusts, managing bespoke portfolios aligned to their goals. My approach is personal and collaborative, aiming for sustainable growth and financial security.
What's next for you professionally?
I’m focused on enhancing client and professional relationships while expanding my investment expertise to consistently deliver value and adapt to evolving market opportunities.
What's your area of expertise?
I manage global multi-asset portfolios tailored to client goals. I also drive research into the communication services sector and lead fund selection across Asia and Emerging Markets, helping shape forward-looking investment strategies.
What's your favourite thing about your role?
What I enjoy most is adapting to constantly changing markets and news, while getting to know genuinely interesting clients. It’s the mix of challenge and connection that makes the role so rewarding.
When you're not at work, what's your favourite thing to do?
When I’m not at work, I love travelling off the beaten path—especially when I can combine it with sailing, cycling, and discovering amazing food. It’s the perfect way to stay active, explore new cultures, and chase a bit of adventure.
What qualifications and memberships do you have?
- CISI Level 7 Diploma in Wealth Management
- Chartered Member of the CISI