Professional Biography
It was a visit to Wall Street at age 12 that got me hooked on the markets
How do you describe what you do?
I help high-net-worth individuals and families grow and protect their wealth. Leading a team of 7, I create tailored investment strategies using structures like Family Investment Companies, offshore bonds, Trusts, SIPPs & ISAs.
What's next for you professionally?
As a partner and team leader, my focus is on delivering outstanding client outcomes and strong portfolio returns, while continuing to lead with integrity, evolve our investment strategies, and deepen long-term relationships with our clients.
How did you start off in your career?
I first visited Wall Street aged 12 and was hooked on the buzz of the markets. As a teen I watched Bloomberg, read the FT, studied Economics & Risk at University, then joined HSBC Global Markets as a grad. Safe to say I didn't fall into this career!
What's your favourite thing about your role?
I love building trusted client relationships and making a real difference. The variety keeps me engaged - from meeting clients and entertaining to analysing markets and finding great investments, all while working with a strong, supportive team.
What's next for you personally?
In my mid 30s, married with two young daughters aged 7 and 4. With two busy careers, we make the most of our time together- whether that’s weekends at tennis, holidays abroad, or just slowing down when we can.
What qualifications and memberships do you have?
- Chartered Wealth Manager
- Chartered Fellow of the Chartered Institute of Securities & Investments (CISI)
- MSc in Financial Risk Management
- MA (Hons) in Economics