Alysha Goddard
Investment Manager
About Alysha
As an Investment Manager, I am primarily responsible for a range of private client and charity investment mandates. I also contribute to investment research with a focus on UK AIM-listed equities and ESG funds.
As a member of the CGWM ESG Committee, I work with Patrick Thomas and the team to curate an approved list of sustainable funds within our criteria and regularly meet with the fund managers. Furthermore in the CGWM IHT Committee, we have a focus on our AIM-listed companies. Some of our AIM companies have been taken over in the last couple of years, so the IHT teams continue to look at potential new companies that fit our criteria.
I joined Adam & Company, part of Canaccord Wealth, in 2019 after completing my Mathematics with Finance university degree in Edinburgh. I am a chartered member of the CISI and hold the CISI Diploma in Investment Advice and PCIAM.