I assisted in providing the following services to expats and High Net Worth Individuals (HNIs) so that they could achieve Capital Growth and Financial Freedom with the help of bespoke financial services that include but are not limited to: - Asset and Wealth Management- Regular and Lump Sum Offshore Savings- Retirement Planning- Education Fee Planning- International Life Insurance- Online Fund Platform- Foreign Exchange - Last Testament and Will Service- Property Investments and MortgagesI ensured that our clients reap many benefits such as well-established relationships with the world’s leading financial institutions, unbiased, unrestricted, independent advice and access to market-leading technologies.

I had the opportunity to work with the UK Wealth Team and Institutional Team during my time at Ruffer. I handled and managed portfolios for private clients, attended client meetings with existing and potential clients. I also prepared research presentations for other departments of the firm along with learning how to pitch the firm to potential clients.