Jenny Quan

Associate director, Investment management, CFA, CAIA

Areas of expertise

Discretionary investment management for UK and international private clients, families, charitable trusts and the UK Tier 1 Investor Visa portfolios.

Experience

Jenny joined the Smith & Williamson Graduate Scheme in 2014, having graduated from Cambridge University in 2012 with a masters degree in Natural Sciences (Chemistry). She currently contributes to the firm’s investment process as the lead analyst for Specialist Collectives and for the Medical Devices and Technology sectors.

Jenny is a fluent mandarin speaker.

Notable client work and achievements

  • Citywire 30 under 30 – 2019
  • We Are The City – Rising star in Investment Management - 2019

Professional qualifications/memberships

Jenny is a Member of the Chartered Institute for Securities and Investment, holds the CISI Diploma in Wealth Management, and has been a CFA and CAIA Charterholder since 2018.

Contact Jenny

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