Who do I work with?
I work with all our consultant teams and their clients who use our investment management services.
I am a Chartered Member of the Chartered Institute for Securities and Investment and hold the CFA UK Society Investment Management Certificate. I am delighted to have been the recipient of several industry awards including We Are the City Rising Stars Awards – Investment Management 2017, Investment Week Women in Investment Awards – Fund Analyst of the Year 2017, PAM Top 40 Under 40 2018 and 2019 and was a Finalist for the Investment Week Women in Investment Awards – Fund Selector of the Year 2022.
I began my career in the asset management industry in 2004. Initially starting out in a technical/operational role, I have also worked on a trading desk and held various posts within fund research before deciding that I wanted to become an Investment Manager. Taking a vocational route to becoming an Investment Manager has been a huge plus, as I have built a very broad understanding of asset management industry.
I am part of the Investment Team who are responsible for the investment management of the HFMC Wealth Model Portfolio Service, which is available to all our advisory and discretionary clients. I am also a member of the HFMC Group Investment Committee, which is responsible for the investment governance function of the firm.
Away from the office, I am a qualified British Dressage judge and competitor and enjoy outdoor adventures with my beloved rescue dog Eric the Saluki!