Leia is a seasoned Research Analyst at Concentric, specializing in conducting in-depth research on investment managers and funds, sustainable investment solutions, and client reporting. She leverages proprietary research tools and utilizes data from sources such as Asset Risk Consultants, Morningstar, and Managed Portfolio Indices to enhance her analysis.
Leia is transitioning to become an Investment Consultant. Currently, she supports Gordon in all things Consultancy and also provides valuable assistance in Human Resources matters.
With over a decade of experience in financial services, Leia has cultivated a robust skill set. She spent 4 years as an investment analyst at Asset Risk Consultants, providing critical analysis and support to financial intermediaries. Her career also includes client-facing roles at two high-street banks, further broadening her client relations and financial advisory expertise.
Currently dedicated to advancing her qualifications, Leia is pursuing the CISI PCIAM qualification, building upon her achievement of the Investment Management Certificate (IMC). Her commitment to professional development and her extensive industry knowledge make Leia an invaluable asset to the Concentric team, ensuring rigorous research and informed insights into sustainable investments and financial consultancy.
Concentric Group
3rd Floor
Conway House
St Helier
Jersey
JE2 3NT
Concentric Guernsey
Hadsley House
Lefebvre Street
St Peter Port
Guernsey
GY1 2JP
A TEAM plc company
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Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
Concentric Financial Services (Guernsey) Limited (CFSGL) is not trading. CFSGL has applied to the Guernsey Financial Services Commission for regulatory licences to provide investment advice and act as an insurance intermediary.