Claire is an Associate Investment Director at Investec Wealth & Investment in Edinburgh and has worked for the company for 10 years. Claire manages private client portfolios for her own clients, whilst also supporting a Senior Investment Director. Starting out in financial services as a bank teller for the Bank of Scotland, Claire applied to move within the organisation to their Portfolio Management Service as administrative support to Portfolio Managers. Here she gained a detailed understanding of the administrative process, which encouraged Claire to do her banking exams and then investment exams to become qualified to manage investment portfolios.
Claire is an enthusiastic volunteer for Future Asset as she knows how difficult it is to get into the industry when you don’t know anyone to call on for advice or get a foot in the door. Having taken part in Roadshows, Educator Events, our conference, competition mentoring and developing work experience opportunities, she joined the Steering Group in 2020.