I joined Alliance Trust in 2011, starting in the ATS Sales Team leading a project to develop the adviser proposition as part of a wider focus to grow the intermediary distribution channel. Here I learnt about the role of financial advisers and discretionary fund managers as well as our own platform and products. The rotation provided an important perspective on the broader investment industry and needs of its clients.
Currently, I can be found working within the investment team researching new investment opportunities in Asia. Having spent several years living in Hong Kong I’m familiar with the region, providing me with relevant experience from which I can offer my own personal insights.
I graduated from Exeter University in 2010 and subsequently completed a Masters at St Andrews University. Today I am studying towards the CFA designation, having completed the IMC earlier this year.