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Catriona joined the team in 2013 and is responsible for managing client portfolios in addition to using her research skills and investment experience to identify, analyse and engage with the companies we invest in. She contributes to the governance of the investment process as a member of the firm’s investment governance committee.
Beginning her career at Newton Investment Management, Catriona shared responsibility for investment oversight within the private client team. She managed a number of portfolios and private family unit trusts with a particular focus on international clients.
With a strong interest and background in education, Catriona led the creation of our social mobility internship and work experience initiatives. Catriona is also a CFA® Charterholder, a Member of the Chartered Institute for Securities & Investment and was named one of PAM’s Top 40 Under 40 during 2017 and 2020. She holds a BA (Hons) in History from the University of Bristol.
Investment experience: 17 years