Isabel Howdle

Investment Manager at Gale and Phillipson
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Contact Information
us****@****om
(386) 825-5501
Location
London, United Kingdom, GB

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Bio

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Credentials

  • Chartered Wealth Manager Qualification
    Chartered Institute for Securities & Investment (CISI)
    Aug, 2015
    - Nov, 2024
  • CF30
    Financial Conduct Authority
    Feb, 2013
    - Nov, 2024
  • Investment Management Certificate
    CFA UK
    Jan, 2013
    - Nov, 2024

Experience

  • Gale and Phillipson
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Investment Manager
      • Feb 2014 - Present

      My primary area of responsibility is the oversight and development of the discretionary Personal Managed Portfolio (PMP) service offered by Gale and Phillipson. The Investment Team is responsible for ongoing review and trading for clients within the service, in addition to maintenance of a fund panel.I am a voting member and Secretary to the Investment Committee, which is responsible for determining the company's strategic and tactical asset allocation as well as economic outlook.In addition I also work with the company's financial advisers to provide technical insight and support for investment issues and client queries.

  • jonathanfry plc
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Investment Analyst
      • May 2012 - Feb 2014

      Held responsibility for daily operation activities in the discretionary Personal Management Portfolio service, producing and checking regular reviews for clients. As a member of the Investment Team I held responsibility for researching potential funds for use in a panel, and in addition, I was responsible for preparing client documentation for valuations and updating key tools for use by financial advisers.

Education

  • Kingston University
    Master of Science (MSc), Investment and Financial Risk Management
    2011 - 2012
  • University of Bristol
    Bachelor of Science (BSc), Chemistry
    2008 - 2011
  • The Godolphin and Latymer School
    A-levels, Mathematics, Biology, Chemistry, Physics
    2001 - 2008

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