Experience

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  EFG Asset Management (EFGAM)

  • London, England, United Kingdom

  • Portfolio Manager

    • Nov 2021 - Present
    • London, England, United Kingdom

    Manager of the New Capital Dynamic UK Fund, Co-manager of the New Capital Global Equity Income Fund, and manager of a number of equity income model portfolios

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  Liontrust Asset Management PLC

  • London, United Kingdom

  • Assistant Portfolio Manager

    • Jun 2017 - Feb 2021
    • London, United Kingdom

    Co-manager of the Liontrust European Income Fund, and the Liontrust Enhanced European Fund

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  Argonaut Capital Partners Llp

  • London, United Kingdom

  • Investment Analyst

    • Sep 2015 - Jun 2017
    • London, United Kingdom

    I worked alongside one other analyst and two fund managers on both the Long only and Long/Short European equity funds. My work involved conducting independent research on companies to present for inclusion in the two portfolios. I was a generalist covering all sectors, and would also occasionally consider global equity markets in the selection of investment ideas for the Hedge Fund

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  Maris Capital

  • London, United Kingdom

  • Investment Analyst

    • Jun 2013 - Aug 2015
    • London, United Kingdom

    Sole analyst for an investment holding company specialising in investment in frontier African countries. Work involved creating valuation models, preparing fund reports, monitoring investments, and analysing financial statements and business opportunities across a wide range of industries. My work required that I travel to Africa when needed to analyse new investment opportunities and help manage existing businesses.

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  Simple Life Divers

  • Thailand

  • Divemaster

    • Jul 2012 - Dec 2012
    • Thailand

    Assisted with the teaching of basic and advanced PADI qualifications, and acted as a dive leader for qualified scuba divers across many dive sites on Koh Tao and Koh Nang Yuan, Thailand.

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  HSBC

  • London, United Kingdom

  • DCM Origination

    • Jul 2010 - Jul 2012
    • London, United Kingdom

    Work involved preparing pitches, analysing and interpreting financial data from various sources, and carrying out regular pricing work in relation to covered bonds, senior and capital products.I took an active role in bringing many important transactions to market for a range of large financial institutions.

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  J.P. Morgan

  • Bournemouth, United Kingdom

  • Cash Equities Trade Support

    • Jun 2008 - Sep 2008
    • Bournemouth, United Kingdom

    I handled the prematching of all trades carried out by a group of traders as part of middle office support, and worked to resolve any discrepancies to ensure a smooth settlement process. I produced daily reports as part of the work and monitored new inter-entity trade flows that were being set up.