Client Investment Director
Daisy is responsible for managing relationships with our clients. Daisy joined CCLA in 2013.
She began her career in financial services in 2007 and has worked for UBS Bank, JP Morgan Chase Bank and Barclays Bank. Daisy has a BA (hons) degree in business and management and a post-graduate Certificate in International Business. She holds a diploma in Private Client Investment Advice and Management (PCIAM), the CFA Investment Management Certificate (IMC), the CFA Certificate in ESG Investing, and is a chartered fellow of the Chartered Institute for Securities and Investment (CISI).
Daisy is a trustee of the Psychiatric Rehabilitation Association, is a committee member of the CISI Wealth Management Forum and holds the CFA Institute Sustainable Investing Certificate.
