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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Alison Monk

Photo of Alison Monk

Investment Director

I have worked in the financial industry for 30 years and joined the company as part of the acquisition of Eden Financial. I have managed private client portfolios on both an advisory and discretionary basis as well as various trust and charity accounts. My experience within different firms has exposed me to various approaches to investment management which I am now able to utilise when managing client portfolios through numerous investment cycles. My primary objective when approaching a portfolio is to understand my clients’ unique set of circumstances in order to develop a strategy that is bespoke to each client and their needs.

Location: London

A bit about me:

I have always enjoyed card making and paper crafts and I use this as my time to relax.

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 finding solutions in an ever-changing world whilst working with clients and colleagues to achieve the best possible outcomes.

Contact:

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.