About me

I focus on discretionary portfolio management for high-net-worth clients in the UK and overseas.

Specialisation

Portfolio Management

Background/Experience

I have over 10 years’ experience in the financial services industry, starting out on Merrill Lynch’s graduate training programme in 2005. I became a portfolio manager in 2008, managing discretionary multi-asset class portfolios for a wide range of clients including UK-domiciled and UK-resident, non-domiciled clients, trusts and charities. I joined Swiss private bank Julius Baer in 2013, following their acquisition of Merrill Lynch International Wealth Management.

Qualifications

I graduated from the University of Cambridge with an M.Phil. in Finance. Before that, I completed a BA (Hons.) degree in Economics and Finance at the University of Manchester. I’m a CFA Charterholder, and hold the Investment Management Certificate. I’m also a Mandarin speaker.