Investment. Wealth. Systems.
I work at the intersection of investment solutions, wealth management and research.My work combines experience in financial markets and investment products with a growing research interest in how financial systems shape long-term wealth.
INVESTMENT
SOLUTIONS
From investment ideas to implementable solutions
I work with financial institutions, private banks and professional investors looking to explore investment opportunities beyond their local markets.Based in London, I help connect investors with investment solutions, specialist expertise and market participants across structured products and broader public and private markets.My experience is strongest in derivatives and structured products, where I support product evaluation, structuring discussions and issuer engagement. Across broader investment markets, I can help investors navigate the specialist landscape and connect with relevant managers and providers.
RESEARCH
& EDUCATION
Understanding how people build and preserve wealth
My latest research explores investments, long-term savings, retirement, wealth management and cross-border financial lives, including how greater individual responsibility interacts with regulation, taxation, financial advice and market structure.I also enjoy bringing people together to learn, exchange perspectives and explore new solutions, through workshops, interviews and peer-learning initiatives.A selection of research, articles and contributions I’ve authored or collaborated on. Click an image below to explore.
Pensions & Private Assets
Building Wealth
Wealth Across Borders
Other Writing
About
I am a CFA charterholder with experience spanning derivatives, structured products, investment solutions, product development, wealth management and financial innovation.I began my career in financial services in Paris and London, working with BNP Paribas, ABN AMRO and The Royal Bank of Scotland (RBS). At ABN AMRO and RBS, I was part of the team that built the structured-products business in Latin America, working with private banks and financial institutions to develop new markets, partnerships and investment solutions.My career has since extended across entrepreneurship, fintech, wealth management and research. I co-founded a fintech venture, taking an idea through product development, regulatory exploration and early market testing, and have contributed to research on pensions, long-term savings and investment.This combination of experience gives me a perspective across markets, investment products, financial institutions and the systems through which people build and manage wealth.I am particularly interested in questions that cross traditional boundaries — and in bringing together different perspectives rather than looking at financial problems in isolation.
GET IN TOUCH
I collaborate with financial institutions, private banks, professional associations, civic and community groups, and researchers on investment, research and educational projects.Whether exploring an investment opportunity, developing a research question or bringing people together to exchange knowledge, I enjoy connecting ideas, expertise and perspectives to create something useful.Have an idea or project where our interests intersect? Let’s talk.