About me
Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.
Background/Experience
Over two decades of Investment Management experience, specialising in Portfolio Construction. I have completed the Chartered Institute for Securities & Investment's (CISI) Chartered Wealth Manager qualification, and also the CFA ESG certificate. As a member of the CISI's Southern Committee, we help organise networking events for members, with the ultimate aim of improving the integrity of the Financial Services sector.
My interests
I love cooking, travelling, and photography.
My areas of expertise
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