Tracey is the Compliance Officer at Concentric.
Tracey commenced her career with HSBC in Swansea. From 2006 to 2020 she provided professional investment advice in Jersey, including with HSBC International and Close International Asset Management.
Upon joining Concentric Tracey focused on wealth management, until September 2020 when she was appointed as Compliance Officer. Tracey is an economics graduate of the University of Wales, Swansea.
She holds the IFS Certificate for Financial Advisers; the CFA Society of the UK Investment Management Certificate; the CII Diploma in Financial Planning; the CISI Level 6 Certificate in Private Client Investment Advice and Management; and the ICA International Diploma in Governance, Risk and Compliance. Tracey is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).