About Alice
I joined Canaccord Wealth in October 2025, having previously held senior positions at Rathbones and Investec Wealth and Investment. I am a member of the Chartered Institute for Securities and Investment, having completed both the Level 7 Chartered Wealth Manager Qualification and the Investment Advice Diploma. I am a Certified Financial Planner, CFP, having completed Level 6 Diploma in Financial Planning and have an MA in Social and Political Sciences from Cambridge University.
My priority is to deliver a tailored portfolio management service for clients and their advisers, by working closely with them to understand their financial objectives and both present and future needs. I manage a wide range of multi-asset investment portfolios on behalf of individuals, families and institutions, alongside onshore and offshore portfolios, including trusts, corporate funds, charities, pension funds, and other investment structures.
Outside of work, I am an enthusiastic cook, occasional runner and dedicated walker of my cocker spaniel, Otis.