Professional Biography
Curiosity guides the research; empathy guides the decisions.
How do you describe what you do?
I manage global, multi-asset portfolios for private clients, trusts and corporates, offering clear guidance and tailored investment strategies built around what matters most to them.
What's next for you professionally?
I'm working toward empowering existing and new clients to invest with confidence for their future.
What's the best piece of advice you've ever been given?
Be confident enough to take a view, but humble enough to know you could be wrong.
How did you start off in your career?
I started my career on various trading floors in London covering foreign exchange and commodities, before moving into investment management where I have grown my career to date.
What's your favourite thing about your role?
My favourite part of investing is being a storyteller of anything that moves markets, from technological innovation to macroeconomics or geopolitics. It's excellent to be constantly learning new things and being able to share them with clients.
What qualifications and memberships do you have?
- Private Client Investment Advice & Management
- Chartered Wealth Manager
- Chartered Fellow of the CISI
- BA(Hons) Economics: Money, Banking & Finance