After 12 years in investment banking and institutional research sales in both New York and London and took the leap to join HSBC Private Banking and wealth management.
I initiated and build the business we call Equity Advisory offering bespoke equity portfolio service in line with clients’ investment criteria and risk tolerance. Today we proactively manage 125+ portfolios and USD500m in assets on an advisory basis. Our Equity Advisory Service has become a ‘differentiating factor’ and a ‘competitive advantage’ for HSBC Private Bank with an established track record of outperformance. We recently expanded responsibility to also include the funds business with both active and passive investment solutions.
At home I am blessed with a supporting husband and three energetic young boys.
In Wealth Management we have the opportunity to help clients reach their dreams. With thoughtful dedication and perseverance, always putting the client at the centre of what we do, we can make a true difference.
In my spare time I am an active member of the Investment Committee of a UK Charity Girl Friendly Society that support unprivileged girls and young women.