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Karen Smith

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Investment Manager

Karen manages discretionary and advisory portfolios for private clients, trusts, charities and pension funds and works directly with Simon Raggett. Karen is a Chartered Fellow of the CISI.

Areas of expertise:

Investment portfolio management including stock selection, asset allocation and investment strategy.


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Location: Worcester

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.