At Cazenove Capital, I support portfolio managers and directors overseeing £2bn+ for high-net-worth and ultra-high-net-worth clients. I prepare client materials, produce suitability and performance reviews for 120+ portfolios, assist with recommendations, and place trades across securities and funds.
Previously at Hymans Robertson, I advised alongside senior consultants on investment strategy, fund performance, and research for 20+ institutional clients ranging from £100m to £20bn. I helped create and lead the Investment Research workstream within the Defined Contribution consulting team and presented investment analysis directly to clients.
At Aon, I drafted investment advice across DC consulting, including performance reporting, investment strategy, at-retirement advice, and governance reporting. I also coordinated client-team workflows, meeting deadlines, and post-meeting actions.
I'm CFA UK IMC qualified and hold a distinction in MSc Real Estate Management and Investment. My work is grounded in portfolio management support, fund research, asset allocation, and clear client communication.
