Holly Merriman

Areas of expertise

Partner working with senior executives, business owners and multi-generational families to achieve their financial goals.

Experience

I lead a team in our City office that manages discretionary assets of circa £1 billion on behalf of a wide variety of high net worth private individuals, pensions, companies and trusts. We work in close co-operation with financial planning, professional services, accountancy and legal advisers to preserve and grow the real value of our client assets through time.

Notable client work and achievements

Manage investment portfolios for employees and Partners at Big Four Accountancy and Professional Services firms, many of which have personal independence restrictions.

Professional qualifications and memberships

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