Jay is a portfolio manager with over ten years’ experience in private wealth management. She specialises in discretionary portfolio management for high-net-worth clients; building and managing portfolios tailored to each client’s individual circumstances, objectives, and risk appetite.
She works with a broad range of clients – including those navigating divorce, entrepreneurs, professionals, and multigenerational families – helping grow and protect their wealth. Jay places particular value on a strong client relationship and making their financial position clear and straightforward.
Jay holds the CFA Level 1 qualification and is a member of the Chartered Institute for Securities & Investments. She has a keen interest in investment strategy and a strong appreciation for research, believing that a well-informed, independent view adds real value.
