Professional Biography
Helping clients achieve their portfolio goals and broader aspirations is deeply rewarding.
How do you describe what you do?
As an investment manager, I help clients grow and protect their wealth through long-term, disciplined investment strategies tailored to their goals. I work within a dynamic team and I'm committed to delivering the best outcomes for my clients.
What's next for you professionally?
Evelyn is a rewarding place to grow and contribute where I can find real fulfilment in mentoring younger colleagues. Staying ahead of global events is essential and it helps me offer thoughtful and informed guidance in today’s fast-moving markets.
What's an experience with a client that's stuck with you?
I manage a number of investment mandates for entrepreneurs and I like their energy and ability to be forever generating new ideas and thinking ‘outside of the box’. So much so that I tell them that they should have been an investment fund manager!
How did you start off in your career?
I began my investment career in the City with Henderson, later managing global equity mandates for Shell across the UK, Europe, and Asia. Before moving into private client wealth management in 2005, I was a Partner in a pan-Europe equity hedge fund.
What's your favourite thing about your role?
Helping clients achieve their portfolio goals and broader aspirations is deeply rewarding. I believe in long-term investing and compounding returns. My experience navigating economic cycles allows me to make a meaningful difference in people’s lives.
What qualifications and memberships do you have?
- BA (Hons)
- ACA
- Chartered FCSI