I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm’s charity clients.
From experience of working with charities for over a decade, I can confidently say no two charities have the exact same requirements. Therefore, having an investment house and specialist charities team that can provide a tailored investment solutions is vital. I am a Fellow of the Chartered Institute for Securities and Investment having completed the CISI Masters in Wealth Management and I hold a BA (Hons.) degree in History.
I am a passionate supporter of the countryside and spend weekends with my young family enjoying all it has to offer. Other interests are sports (both playing and watching) and cooking.
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Keeping secret the best surf spot in Cornwall.
Our charities team combine the benefits of institutional style investment management with that of a private client service. Our ability to provide bespoke portfolios to all charity types with a direct relationship with each investment manager is a compelling offering.