Jenny has over 11 years of experience in the wealth management industry and has experience working with private clients both onshore and offshore, as well as charity clients, managing portfolios with a global equity focus.
Jenny previously worked at RBC Brewin Dolphin as a Senior Portfolio Manager for four and a half years, and prior to that Jenny was a private client associate director at Smith & Williamson, managing client portfolios and led the technology and medical devices sector research.
Jenny graduated from the University of Cambridge with a Master's degree in Natural Sciences (Chemistry) and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI), a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Investment Analyst (CAIA) Charterholder and holds the CFA Institute Sustainable Investing Certificate.
Jenny has been nominated and won a number of industry awards, most recently in 2024 Jenny won the gold award for Investment Manager of the Year on the Citywealth Future Leaders list.
