Samantha joined Hymans Robertson Investment Services in 2023 as a Client Portfolio Manager and is an integral member of the Investment Team.
Passionate about supporting advisers and their relationships with retail clients, Samantha brings a wealth of knowledge and experience as an investment specialist to her role in supporting the close relationships we have with our adviser firm clients through regularly attending their investment committee meetings, providing investment updates, along with producing timely and engaging collateral.
Samantha has extensive experience in retail financial services, having spent several years within a large IFA business creating and maintaining their Centralised Investment Proposition. Prior to this,
Samantha held an Investment Analyst role at a DFM running a series of model portfolios and was primarily responsible for fund manager research, portfolio construction, and attribution analysis.
Samantha has been a CISI Chartered Wealth Manager since 2019 and also holds the CISI Diploma in Investment Advice (Securities) and the CFA IMC qualification.