I manage portfolios for private clients, trusts and charities. With the client at the centre of our business, my focus is on establishing good relationships to understand their circumstances and requirements, applying the guidance of our research team to create a portfolio and investment strategy that reflects these. I actively take part in business initiatives as we continually look to improve our service for the benefit of our clients. In addition to managing my own client portfilios, I also support Andrew Forrest, senior investment director, in the day-to-day management of his client base.
Starting my career in financial services as a bank teller for the Bank of Scotland, I then moved to the private client portfolio management department where I gained a detailed understanding of the investment and administrative process. This encouraged me to complete both my banking and investment exams to become qualified to manage investment portfolios. I later moved to Investec in 2009 where I completed the Chartered Wealth Manager qualification, and was the Scottish Award Winner in 2015. Additionally, I am an enthusiastic volunteer for Future Asset which encourages senior high school girls to consider a career in the financial services sector in Scotland.
I have young children who keep my busy in my spare time, enjoying days out and activities. I have rediscovered the fun of cycling and tap dancing, and enjoy keeping fit and active.
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