Asset & Wealth Management
I am an intellectually curious and adaptable consultant with over five years of experience in the investment industry. Since joining Davies in 2022, I have been involved in front-office risk system selection, M&A proposals, and middle-office outsourcing migration. Before Davies, I was an investment associate within a consultancy firm covering client reporting/commentary, process automation, data analytics, and public market manager research. I hold the Investment Management Certificate (IMC).