Skills

Investment Management: Extensive experience in investment management has led to consistently achieved superior portfolio performance, based on analysis of macroeconomic factors and thorough fundamental valuation assessments.

ESG Investment Expertise: Holding the respected CFA Institute ESG Investment Certificate, I have organised highly acclaimed conferences on ESG investments, fostering practical insights and engaging discussions with industry experts. Completed study on ESG investors: demographics, motivations and values.

Board Level Business Strategist: The ability to identify and capitalise on market trends has underpinned my ability to develop innovative strategies that drive opportunities and create attractive business results.

Client-Focused Approach: Building strong and enduring client relationships is a key priority. By carefully listening to client's needs and goals, I am able to tailor solutions that meet and exceed expectations and drive client satisfaction.


Background

Over twenty years successful investment experience in global equity portfolio management at major financial firms.  As a Partner at SBC Brinson, and following its merger with UBS was responsible for portfolio management and research. Previously, Executive Director and Head of Research at Rothschild Bank in London and Zürich. Formerly responsible for global equity thematic investment at American Express’s international asset management in London.  

Initially a Certified Public Accountant (CPA) with Price Waterhouse. Chartered financial analyst (CFA) and ESG Investing certificates. Masters degrees from the Massachusetts Institute of Technology (MIT) and the London School of Economics as well as an Innovation and Entrepreneurship Certificate from Stanford University.

Member of board and investment committee of Vallee Foundation. providing investment advice to preserve and increase the endowment that is used to fund bio-medical research at the highest levels.