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Cordelia joined the team in 2017. She previously spent seven years as a client advisor at Rothschild Wealth Management where she advised private individuals, trustees and charities on their investments. Cordelia began her career with Killik & Co LLP in 2007.
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 magazines’ ‘Future Leader in Wealth Management’ award in 2017 and was included in PAM’s Top 40 under 40 in 2016.
Investment experience: 13 years