Professional Biography
I'm committed to delivering meaningful client outcomes
How do you describe what you do?
I support the Investment Managers in my team across the management of portfolios for individuals, charities, trusts, and corporate entities. In addition, I serve as a collective investment analyst with a focus on the UK Multicap sector.
What's next for you professionally?
To deepen my expertise in investment management while contributing meaningfully to client outcomes and portfolio strategy.
What qualifications and memberships do you have?
- CISI Level 7 - Chartered Wealth Management
- CISI Level 4 - Investment Advice Diploma