Promoted to lead the Investment team at LIFT-Invest, to continue to grow assets under discretion organically, and to effectively manage portfolios and the investment process for portfolios managed within the LIFT-Invest team

As Portfolio Manager I've attained a successful track record in managing client portfolios to meet financial goals through considered portfolio construction techniques. I regularly speak to clients directly to discuss their investment portfolios and how I have been managing their assets on their behalf.I also record a monthly investment podcast (available on Spotify) where I discuss global market events, write portfolio-specific commentaries and deliver presentations to financial… Show more As Portfolio Manager I've attained a successful track record in managing client portfolios to meet financial goals through considered portfolio construction techniques. I regularly speak to clients directly to discuss their investment portfolios and how I have been managing their assets on their behalf.I also record a monthly investment podcast (available on Spotify) where I discuss global market events, write portfolio-specific commentaries and deliver presentations to financial advisers about current investment themes and portfolio positioning. Show less

Assisted in the running Sanlam UK's multi asset fund range both from a daily fund management perspective and through the provision of analytical data. I also represented the business at events and in client meetings where I presented on the investment philosophy, investment cases behind selected underlying investments and the portfolio construction process of the multi-asset fund range to current and potential clients.

Promoted to a role with greater client-facing responsibilities where I attended client meetings and events to discuss topical investment narratives, impart investment views and share the firm's current outlook.Also given greater responsibility in portfolio management activities for clients, where I was able to allocate to investments effectively and improve client outcomes for accounts held both on the internal nominee as well as across a variety of third-party investment platforms.

I met with fund managers and conducted research analysis for the company's suite of discretionary fund management offerings, private family office relationships and partnered IFA firms. My research notes informed decisions taken by Thesis' investment committees and external professional clients.

Summer Intern working on the Global Treasury desk. I conducted analysis of the bank's global liquidity requirements, gained insights into the Treasury function at the G-SIB and worked closely with traders on the foreign exchange desk.