I am an Investment Management professional and CFA Charterholder with over 7 years’ experience across Fund Analysis and Wealth Management with a leading global firm and with an early career in Corporate Advisory and as an Accounting and Finance Lecturer. My strong technical background, backed by CFA and CIPM qualifications, and allied with a methodical approach and high-level of intellectual curiosity, mean I consistently deliver positive results.In my current role at Stonehage Fleming, a leading global multi-family office with more than US$40BN under advisory, I hold a dual mandate as Wealth Manager and Fund Analyst, focused both on optimising portfolio performance and client relationships and acting as a point of reference on technical topics, including model portfolios and covered asset managers. In addition to investment idea generation, portfolio performance optimisation and contributing to generating best returns for risks taken, I am instrumental in both winning and retaining client relationships. I bring to this committed engagement, consistent attention to client needs and a deep understanding of their requirements, while remaining context-driven and deeply aware of market trends. As a result, I reliably deliver bespoke solutions that are aligned with their investment objectives and help them reach desired outcomes.My career has been characterised by my ability to drive profitability and growth in high-pressure environments, enabling high performance at both portfolio and institutional level and shaping investment strategies through advanced technical knowledge.My areas of expertise include Wealth Management | Business Development | Multi-Asset Investment Management and Advisory | Investment Performance Measurement and Interpretation | Global Investment Performance Standards (GIPS) | Portfolio Construction | Fund Strategy Analysis.I would be happy engage with fellow professionals with similar interests. Please feel free to message me via LinkedIn.