Nathaniel Casey Email & Phone Number

London, England, United Kingdom

• Presented macro and market updates to our broader investment management teams. This included detailed analysis of economic data supported by charts created using Refinitiv DataStream and Bloomberg. These presentations would be concluded with any impacts on asset allocation recommendations.• Communicated detailed and timely commentary on key macro data events such as monetary policy releases and inflation data. These macro data comments were sent to our investment managers internally, shared with clients and sent to the press. During 2023 I’ve had over 100 unique media mentions including Reuters, Financial Times and The Sunday Times.• Created detailed tactical investment research presentations and assisted in creating detailed thematic presentations based around the ‘Megatrends’ that we believe will shape the coming decades.• Supported Investment managers with technical client queries and requests. Developed and maintained ready made presentations and self-service chart packs for investment managers to use during client reviews. • Actively maintained a high level of economic and market knowledge by reading research reports and broker notes to develop my own market outlook and investment ideas.

London, England, United Kingdom

• Maintained, created, and developed third party relationships with key protection, pension, and investment providers.• Periodically maintained and updated transaction costs for Evelyn Active Portfolios.• Supported in the development and roll-out of new investment solutions.• Maintained and updated the Tax advantaged investment Panel including VCT, EIS, SEIS funds.

Master Of Science - Msc, Investment Management, Distinction

Activities and Societies: -Scholarship Holder -Class representative -Finance Society

Bsc Accounting And Finance, Finance, General, First Class