Head of Portfolio Management, Jersey
I joined the company in 2008, having spent 8 years working within the operations division at Lloyds.
Over the years I have gained a sound business knowledge and built solid relationships with both colleagues and clients.
I am responsible for providing multi-asset solutions to institutions, intermediaries and high net-worth private clients. I hold the Investment Advice Diploma (Securities) and the Private Client Investment Advice & Management Certificate (PCIAM). I am also a Chartered Fellow of the CISI.
Location: Jersey
A bit about me:
Outside of the office, I enjoy spending quality time with my family and friends. I am a keen traveller and am particularly fond of the beautiful beaches that South East Asia has to offer.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do is about having a willingness to face challenges with a positive mindset and do whatever is required, within your control, to provide the best service and outcome possible for our clients.
Contact:
natalie.brown@canaccord.com
+44 1534 708138
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