London, England, United Kingdom
I am an investment professional specialising in Environmental, Social, and Governance (ESG) investment and Client governance. With a background in investment management from Cass Business School and engineering from Imperial College London, my career has been focused on supporting clients in achieving their investment objectives and delivering exceptional client outcomes. My experience spans roles in advisory and fiduciary capacities at renowned institutions like Schroders Solutions and Willis Towers Watson. I have worked extensively on investment strategies, client engagement, ESG integration & stewardship, and client governance where I translated regulatory requirements into scalable governance frameworks and documentation adopted by our clients to support their regulatory compliance. At Schroders Solutions, we are committed to helping institutions a achieve their financial goals while contributing to environmental and societal prosperity through sustainable investments. By combining our expertise with advanced data analytics to identify future trends within the financial landscape, we deliver solutions that align with our clients’ evolving needs. We keep our clients' priorities at the forefront of everything we do. Outside work, I am a keen tennis player with over 30 years of playing experience and a PADI Open Water diver, with a strong interest in travel and food.
• Develop ESG integrated and impact investment propositions to meet the evolving needs of Fiduciary Management and OCIO clients. • Own and lead engagement with third-party investment managers on ESG matters, working in close collaboration with Manager Research to evaluate, challenge, and enhance managers' ESG integration, stewardship, and governance practices. • Serve as the Solutions business's subject-matter expert on UK pensions regulations and ESG, translating regulatory requirements into scalable governance frameworks and documentation adopted by Solutions clients to support their regulatory compliance. • Advise Solutions consultants across Client Governance and ESG, ensuring high-quality, consistent guidance to clients on complex regulatory, investment, and sustainability-related issues.
• Managed client relationships for advisory and fiduciary mandates with AUM between £200m and £500m. • Collaborated with internal investment teams to create tailored investment solutions aligned with client objectives. • Contributed to business development by supporting pitches for fiduciary management and OCIO opportunities. • Led a team of associates to ensure efficient onboarding of new fiduciary clients and oversee internal contracting.
• Provided strategic investment advice to institutional clients with AUM ranging from £1bn to £16bn. • Managed client relationships to enhance retention and support mandate growth. • Led complex pension scheme investment strategy projects, including Journey Planning. • Collaborated with Marketing teams on business development initiatives and mentored junior associates.
• Organised on-campus events at Imperial College to inspire students to pursue higher education. • Delivered workshops at local schools, equipping students with essential skills and academic support. • Coordinated over 200 volunteers for IntoUniversity programs within a six-month period. • Developed a new data administration system to enhance communication efficiency between IntoUniversity and Imperial College.