Professional Biography
I empower individuals to engage with their finances, embracing investing as a tool for possibility in helping clients build upon their legacies.
How do you describe what you do?
I partner with clients to shape and manage tailored investment portfolios that reflect their ambitions and values, using market insights, strategic expertise, and personal connection to grow and protect their wealth over time.
What's next for you professionally?
I am excited to qualify as an investment manager and pursue the CFA to strengthen my portfolio management capabilities, while continuing to build strong, lasting relationships with clients.
What's your area of expertise?
I am actively developing my expertise in portfolio construction alongside recently joining the Thematic, Specialist and Responsible Equity Team as an Equity Analyst and the Hedge Fund and Healthcare teams as a Responsible Analyst.
What's your favourite thing about your role?
The partnerships I have built with colleagues and clients have greatly enriched my outlook, fostering collaboration, mutual growth, and shared success through an array of experiences to deliver meaningful and lasting outcomes within our communities.
Why does my role as a wealth manager matter?
Helping people take charge of their financial future has never been more important; given the deeply personal and often complex nature of financial goals, each requiring thoughtful attention to create a meaningful impact.
What qualifications and memberships do you have?
- BSc (Hons) Politics, Philosophy and Economics
- Level 4 Investment Advice Diploma
- CISI Membership