Professional Biography
Markets aren’t always rational - and that’s what makes this work fascinating.
How do you describe what you do?
I support senior investment managers in managing client portfolios, preparing reviews, conducting analysis, and ensuring accurate records while delivering excellent client service.
What's next for you professionally?
I’m focused on advancing my technical expertise and client advisory skills by working towards full CISI Chartered Wealth Manager status.
How did you start off in your career?
I did a placement year at Volkswagen as part of my degree, then joined Evelyn Partners’ Investment Manager Graduate Scheme after graduation.
What's your favourite thing about your role?
What I enjoy most is that it’s genuinely challenging—markets are unpredictable, and making sense of them is never straightforward.
What's next for you personally?
I’m focused on continued professional development—completing the CISI Chartered Wealth Manager qualification and learning from experienced colleagues to deepen my expertise.
What qualifications and memberships do you have?
Associate of the Chartered Institute for Securities & Investment