I joined the company in 2017 as part of the acquisition of Hargreave Hale, a specialist investment boutique, where I was responsible for establishing and running the fund research process. I initially joined the Fund Selection Committee, and in 2023 I was made Head of Fund Research.

I am passionate about ensuring that our team works within a high-quality framework, maintaining the utmost levels of professionalism and consistency at all times. My areas of expertise include open and closed-ended equity fund selection, and I am a key participant in our model portfolio construction process.