Helena Powell

Experience

Helena joined the firm in 2013 and is a private client investment manager, specialising in the management of core capital for families, individuals, trusts and a number of small charities.

Alongside her role in managing investments for clients, Helena plays an active part in the firm’s investment process, sitting on the Asset Allocation Committee and Fixed Income Group. She also leads the research of Strategic, High Yield and Convertible Fixed Income collectives.

Areas of expertise

Private Clients, Pensions, Trusts, Charities, Families

Notable client work and achievements

Helena was featured in both the 2018 Wealth Manager ‘Top 30 under 30’ and the 2019 PAM ‘Top 40 under 40’ lists, which highlight up and coming wealth management professionals.

Professional qualifications/memberships

Helena graduated from Oxford University with an undergraduate degree in History and a Master’s degree in Latin American Studies. She holds the Investment Advice Diploma and the CISI Chartered Wealth Manager qualification.

Outside the firm she is a trustee of a school investment fund and a Freeman of The Haberdashers Company.