I am directly responsible for the management of investment portfolios for over 750 high net worth clients.
I construct investment strategies and portfolios for clients and actively manage these in order to optimise outcomes. I conduct portfolio reviews and communicate regularly with clients about the progress of their investment portfolios.
As an investment specialist with many years’ experience in wealth management, I enjoy the challenge of creating investment solutions to enhance long term performance. I embrace the high level accountability that comes with our high conviction investment approach and I enjoy working for a company that values its clients and treats each as an individual.
Hear from Phil Barca, our Senior Portfolio Manager, as he discusses the importance of planning and longevity within investment portfolios.