Professional Biography
I love helping clients align their investments to their personal values
How do you describe what you do?
I manage discretionary investment portfolios for individuals, families, charities and trusts, tailored to their unique financial goals and risk appetite, with a focus on long-term growth and wealth preservation.
What's next for you professionally?
Continue working closely with clients, managing their portfolios and guiding them through changing market conditions.
What's your area of expertise?
Alongside my portfolio management responsibilities, I specialise in Responsible Investing, contributing to the Collectives research process and working closely with clients to build bespoke portfolios that reflect their personal values.
What's your favourite thing about your role?
Working with clients to help them achieve their financial goals.
When you're not at work, what's your favourite thing to do?
I love spending time with my family and friends, usually with great food!