Helena joined Smith & Williamson in 2013. She is a private client investment manager, specialising in the management of core capital for families, individuals, trusts and a number of small charities.
Alongside her role in managing investments for clients, Helena plays an active part in the firm’s investment process, sitting on the Asset Allocation Committee and Fixed Income Group. She also leads the research of Strategic, High Yield and Convertible Fixed Income collectives.
Areas of expertise
Private Clients, Pensions, Trusts, Charities, Families
Notable client work and achievements
Helena was featured in both the 2018 Wealth Manager ‘Top 30 under 30’ and the 2019 PAM ‘Top 40 under 40’ lists, which highlight up and coming wealth management professionals.
Helena graduated from Oxford University with an undergraduate degree in History and a Masters’ degree in Latin American Studies. She holds the Investment Advice Diploma and the CISI Chartered Wealth Manager qualification.