Tarly Bolla - Chartered Fcsi, Caia Email & Phone Number

I am a highly accomplished and skilled portfolio manager with 20+ years of experience in managing assets across multi-asset portfolios. At Ashburton Investments, I am responsible for the management of portfolios across all discretionary strategies, which includes analysing various markets and making asset allocation and security decisions. In addition, I build and maintain existing client relationships, as well as developing new ones.Recent achievements include spearheading an initiative that led to a recurring 20% bottom line income increase for the business. In addition, I developed and led an innovative marketing strategy via the launch and management of the Jersey Schools' Investment Competition and educational seminars.I hold the CAIA and Level 7 MCSI qualifications, as well as a Post Graduate Diploma in EU Politics & Economics and BA (Hons) in Economics My mission is to deliver consistent and superior risk-adjusted returns for clients, while adhering to the highest ethical and professional standards. I am passionate about finding innovative and tailored solutions for complex and dynamic markets.

Listed skills include Equities, Fixed Income, Hedge Funds, Private Banking, and 9 others.