With 10+ years in financial services, I specialise in public and private markets, worked with top firms like JP Morgan, abrdn, and Blackstone. At Morningstar and PEI, I provided investment insights, market intelligence, and client success strategies.

I offer expert guidance in asset management, private equity, and financial advisory, helping clients navigate complex financial landscapes with confidence.

📌 Services I Offer on Zeerk:

✅ Portfolio Optimisation & Asset Allocation
✅ Market Intelligence & Competitive Research
✅ Investment Strategy Consulting (Mutual Funds, ETFs, Private Equity)
✅ Financial Advisory & Wealth Management

Are you looking to maximise returns while managing risk in your investment portfolio? 

📌 What I Offer:

✔ In-depth portfolio review to identify inefficiencies
✔ Customized asset allocation strategy for risk-adjusted returns
✔ Diversification recommendations based on market trends
✔ Risk assessment & rebalancing strategy for long-term growth
✔ Personalised investment insights tailored to your goals

📊 Tools I Use: Morningstar Direct, Portfolio Visualiser

📌 Who Is This For?
✅ Individual investors & HNWIs looking to optimise their portfolio
✅ Investment firms & advisors seeking expert analysis
✅ Business owners and professionals wanting long-term financial growth

💼 Let’s enhance your portfolio’s performance and secure your financial future!