As a trainee investment manager my role is to support the investment managers in their day-to-day work and focus on business development. I support the investment managers in all areas from portfolio construction to research and reports.
After graduating from Robert Gordon University with a degree in International Business Management, I worked at Intelligent Capital in Glasgow before moving down south to work at Sanlam Private Wealth as a junior portfolio manager. I have experience in financial planning, portfolio management and investment management, and I am currently working towards my Chartered Wealth Manager qualifications.
I like to keep busy and enjoy working out, golfing and socialising. I also hope to travel more and learn a language.
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