Emily Lunt
Investment management
Areas of expertise
Investment Management
Experience
Emily joined Smith & Williamson in 2018, having gained a First Class Honours in Economics at The University of Bristol.
Emily advises private clients regarding their personal investments, trusts and pensions often working alongside financial planners to ensure advice is joined up and holistic.
She is a member of the firm's Collective Investment Group, overseeing the fund selection process. She also forms part of Evelyn Partners’ Real Estate analyst team with particular focus on the industrial and data sectors.
Notable client work and achievements
Emily and her team look after a wide range of private clients, trusts and charities together with several family business Small Self-Administered Pension Schemes (SSASs). As such, a number of her clients are entrepreneurs.
Emily also assists in the Investment Management Graduate Recruitment process and supervises the Graduates through their qualifications.
Professional qualifications and memberships
Chartered Member of the Chartered Institute for Securities & Investment (CISI)