Our research department has expanded over the years and we now have a dedicated team of four, along with two others who also contribute. Furthermore, Darius, our managing director, interviews fund managers, alongside the rest of the team, and is involved in fund selection.
All team members have various sector responsibilities and interview fund managers. Everyone has a say when it comes to selecting funds for Chelsea's various panels/model portfolios and the debates can be quite lengthy and passionate.
After graduating from University College London, with a degree in economics, I joined Chelsea and, having worked my way around various departments, I became head of research in 2001 and, subsequently, research director in 2013. Over the years, we have introduced the Core Selection, Selection, EasyISAs, Fund Review and, more recently, our Junior EasyISAs. I also provide commentary to the trade and national press on investment funds. As a director, I'm also partly responsible, not only for the day-to-day running of the company, but for its expansion and direction. When I'm not at my desk, I can often be found standing on my head in a yoga class.
I graduated from King's College London with a BA in War Studies in 2009. Before joining Chelsea I worked in equity research for the institutional brokerage firm Redburn. I cover the Asia Pacific, UK equity income, UK gilt and specialist sectors. I love to ask managers tough questions and uncover the very best funds available. I am currently studying for the CFA Level 2. At university I was a keen chess and poker player. I also like to write about investing and I enjoy playing cricket, tennis and football.
My journey to Chelsea came via a bond trading platform in the City, having finished my MSc Finance in 2014. I am part of the Research team, working on the Asia, Global, Bonds and UK Equity Income sectors. I have a diverse work experience - from Glyndebourne to Apple - and a similarly wide array of hobbies, with skiing being my favourite, having raced at university and completed a season in the Italian Dolomites. I am also an avid F1 follower and a big fan of football, cricket and rugby.
I joined the team last year, having completed my masters in international business and management. I’m responsible for data production and statistical analysis. I also meet fund managers and assist with meeting note production that enables us to have a clear thought process on how the fund managers might perform in rising and falling markets. I have recently passed the IMC exam.