Investment Manager
My principal role is to provide a bespoke investment portfolio service for our clients. Our team look after a diverse range of portfolios on behalf of private clients, trusts, pensions and charities. Every client is unique, so it is important to take the time to get to know clients and understand their individual circumstances. By adopting a holistic and proactive approach, I work with clients to find the best bespoke strategy for their needs and objectives. This is an ever-evolving process, to maintain their priorities.
I sit on the Alternative Returns Committee and the US Investor Service Committee. Prior to joining CGWM, I was an investment analyst for 9 years at City Asset Management, covering UK and Japan funds as well as assisting in portfolio management.
Location: London
A bit about me:
I can’t seem to sit still out of the office! You’ll most likely find me hiking just outside London or bouldering (indoor rock climbing without the ropes and harnesses).
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Getting comfortable with the uncomfortable and being open-minded.
Contact:
Thulasi.Muraleetharan@canaccord.com
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