Rebecca is an Associate Investment Director based in London. She is passionate about helping people achieve their financial goals and constructing bespoke portfolios that address their individual preferences and objectives
constructs bespoke portfolios
that address her client's individual preferences and objectives
I feel passionate about incorporating sustainability into our investment analysis. I am excited by the potential for our industry to enact real change here.
What do you feel passionate about both professionally and personally?
I feel passionate about incorporating sustainability into our investment analysis and I am excited by the potential for our industry to enact real change here. Personally, I spend far too much time reading and I have joined more book clubs than I can count!
Share an example of early life that
has shaped you?
Visiting Pompeii as a child. I then went on to study Classics at university.
Highlights of your career so far?
My main highlight would have to be my team. I feel incredibly lucky to work alongside such supportive colleagues and they constantly push me to up my game. I am also really proud that we were recently accepted as a signatory to the UK Stewardship Code. I worked alongside several of my colleagues on our submission during lockdown and it means a lot to us as a business as well as to our clients.
Key lessons you have learned along the way?
I think it is really important not to be afraid of failing or asking questions. If you don’t understand something, the only way you learn is if you speak up and ask the ‘stupid’ questions.
Best piece of advice you have received?
Be open-minded. Not everything is black-and-white and even when you have solid reasoning to back up your opinions, someone else can bring something to your attention that changes your perspective.
Advice to a young person just starting their career?
Be a sponge and don’t be afraid of trying new things.
What is the greatest challenge you have faced either personally or in your career?
I think finishing a half-marathon with a knee injury is up there. The last three miles took some real encouragement.
How do you approach and deal with challenges?
I try to break things down into smaller ‘mini-challenges’ which often makes everything seem more manageable. When that doesn’t work, it is time to bring in another perspective. I find that talking it through with someone I trust helps me come up with an action plan or, at the very least, a starting point.
How do you stay motivated at work and at home?
I make a lot of lists to work out what I need to get done and when. It is a great way of keeping you accountable!
Why do you love what you do?
I get really excited by new investment ideas and the opportunity to invest in companies and industries that are shaping our future. I also love the relationship aspect of my role, working alongside our clients to help them achieve their goals and supporting them through every stage in their lives.
Why is it important to support women-led business?
I think the pandemic is a great example here. Even before COVID, female-founded businesses were statistically less likely to get funding than their male counterparts. This gap appears to have widened during the pandemic, with £7.2m of support from the government’s Future Fund going to women-led businesses compared to £118m for male-led businesses. It is more important than ever to support our fellow women!
My inspiration is...
My greatest fear is...
The most courageous thing I’ve ever done is...
braving the Northern line at 8am.
Mantra you live by?
make your own luck.
Female role model?
Women-led brand you love?
Top productivity tool?
an old-fashioned to do list
The value of your investments can go down as well as up and you may not get back the full amount invested.