Professional Biography
I believe my role provides clarity in complexity and helps individuals optimise and unlock their financial potential.
How do you describe what you do?
Managing a range of global equity and multi-asset portfolios for private clients, trusts, pensions, Family Investment Companies and offshore bonds. I am also an internal equity analyst for the industrials sector and sector specialist for US funds & Multi-Asset funds.
What's next for you professionally?
I am lucky to enjoy the hybrid role of Portfolio Manager and Analyst at Evelyn Partners. My professional ambition is to continue to balance the two: providing excellent client service whilst enhancing our investment process and output.
What's your favourite thing about your role?
The interplay between relationship-building and the intellectual demand of investment analysis.
What's next for you personally?
I am getting married next summer!
Why does my role as a wealth manager matter?
I believe my role provides clarity in complexity and helps individuals optimise and unlock their financial potential.
What qualifications and memberships do you have?
- Investment Advice Diploma
- Chartered Wealth Manager