Louise Brooks

Areas of expertise

Global equity and multi-asset portfolios for private clients, charities and trusts.

Experience

Louise joined Smith & Williamson in 2017 and focuses on managing global equity and multi-asset portfolios on behalf of for private clients, as well as onshore and offshore trusts, charities and OEICs.. She graduated from Exeter University with a 1st class degree in Business Management. In addition to managing portfolios Louise is a collectives analyst for Global funds whilst also a member of the direct retail coverage team. She is a member of the Chartered Institute for Securities & Investment and also has completed the CFA qualification for ESG investing.