I joined Partners Wealth Management in 2015, following a degree in economics and time working for a Swiss insurance firm.
From the outset, I have worked closely with a client base of high net worth individuals, largely consisting of city professionals and entrepreneurs, and enjoy helping them define and achieve their financial objectives.
I hold both the Investment Management Certificate (IMC) from the CFA Institute and the Investment Advice Diploma (IAD) specialising in financial planning and advice, from the Chartered Institute of Securities and Investment. This course of professional qualification has given me particular expertise in private client investment management and portfolio construction.
Within the sphere of wealth management, I have a keen interest in sustainable investment. In a changing world, I believe it’s important to provide investment solutions which meet not only a client’s financial needs but also reflects their green requirements. I am lucky that PWM’s sustainable Investment proposition allows me to do this.
In my spare time, I enjoy indulging my obsession with cycling and can often be found competing with other members of the office around Richmond Park, or near my family home in the Cotswolds.