Fund Research Consultant - Member of the Investment Committee
What matters most to our team both at work and in personal time:
Professionally – my focus is on technical fund and strategy performance; providing deep-dive analysis and detailed evaluation and recommendations for optimising our portfolios. Leaving no stone unturned in trying to solve the constantly evolving puzzles presented by the financial markets.
Personally – living in Spain matters to me and I am fortunate to be able to work at home and watch my three young children grow up by my side.
I have been working in financial planning and as a investment management consultant for 20 years, specialising in
- Advising Investment Committees
- Investment Management
- Asset Allocation
- Fund Research
- Chartered Financial Analyst