Professional Biography
I really enjoy helping clients to navigate their financial journeys with confidence
How do you describe what you do?
I am an investment manager managing discretionary investment portfolios tailored to the long-term goals of private clients, families, and trusts.
What's next for you professionally?
My focus remains on delivering long-term value for clients by ensuring their investment portfolios continue to align with their evolving goals.
What's your area of expertise?
I specialise in constructing multi-asset investment portfolios for private clients, families, and trusts. I have a strong background in both fund and direct equity research, and I'm a member of our global collectives research team.
What's your favourite thing about your role?
My favourite part of the role is building strong relationships with clients and helping them navigate their financial journeys with confidence.
When you're not at work, what's your favourite thing to do?
I enjoy football and I'm a keen golfer outside of the office.
What qualifications and memberships do you have?
CFA Charterholder