Head of Fund Research
Emma joined Beaufort Investment in August 2016 as Senior Investment Analyst and was promoted to Head of Fund Research in January 2019. She is responsible for researching funds for inclusion in the fund and model portfolio ranges, portfolio construction and managing the Investment team.
Previously, Emma held senior roles at Mazars and Wellian where she was responsible for the fund selection and asset allocation of model portfolios. Prior to this, Emma held various investment related roles at Ashcourt Rowan (now Tilney, Heartwood Wealth Management and Jupiter Asset Management).
Emma has been the recipient of multiple industry awards including; We Are The City Rising Stars Awards – Investment Management 2017, Investment Week Women in Investment Awards – Fund Analyst of the Year 2017, PAM Top 40 Under 40 2018 and PAM Top 40 Under 40 2019. Emma was also a finalist for Investment Week Women in Investment Awards – Fund Selector 2018 and Women in Finance Wealth Manager 2018.
Emma is a Chartered Member of the Chartered Institute for Securities and Investment, a member of the CFA UK Society and holds the Investment Management Certificate.
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