Project Description
Jenny is a Partner and Investment Manager. She has managed the financial affairs for multigenerational families, trusts and charities for over three decades, and she specialises in balance sheet/cash flow planning, multi-asset investment management and portfolio restructuring. She has a depth of experience across the core asset classes together with alternative, unregulated and illiquid investments.
She was most recently a senior partner at LGT Wealth Management (UK), and before that worked in management consulting (Booz Allen & Hamilton) and financial analysis (Hoare Govett). Jenny holds the PCIAM and FPC/AFPC qualifications, alongside an MBA (IMD) and Economics degree (University of Melbourne).
