About Alex
I started my journey in finance in 2001 after completing a degree in History. Since moving to Jersey in 2022 I have worked in foreign exchange, structured products, and investment management. My typical workday revolves around managing client portfolios, ensuring their diverse needs are met. This involves the essential process of selecting and monitoring stocks to ensure they align with portfolio goals, whilst continuing to build and strengthen client relationships. My favourite part of my job is meeting clients, building long term relationships, and helping people through their investment journey. I am a Chartered Fellow of the Securities & Investment Institute (CISI).