Associate Investment Partner
T: +44 (0)20 3740 8364
Cordelia has been advising private individuals, trustees and charities on their investments for over 15 years. Having spent seven years at Rothschild Wealth Management prior to joining Veritas in 2017, she brings a strong focus on client service to the role. Cordelia began her career with Killik & Co LLP in 2007.
In addition to managing portfolios and being a member of the investment team, Cordelia is responsible for translating the firm’s in depth research into our client materials, as well as being involved in the production of the Veritas’ investment webinars and LinkedIn account.
Cordelia is passionate about social mobility. She enjoys playing a role in Veritas’ internship programs and outreach events, and is a 100BlackInterns mentor.
Cordelia holds a BA (Hons) in Philosophy and Theology from the University of Oxford and is a Member of Chartered Institute for Securities and Investment. She received Spears magazine’s ‘Future Leader in Wealth Management’ award in 2017 and was included in PAM’s Top 40 under 40 in 2016.
Investment experience: 16 years