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Roisin works with Richard Pollitzer, assisting with the management of discretionary and advisory portfolios. The investment focus is equity led for a diverse client base including individual portfolios, private companies, pensions, charities, Funds at Lloyds and trusts.
Roisin has a first class degree in Financial Economics (BSc) and has completed the CFA Investment Management Certificate, the CISI Investment Advice Diploma and the CISI Private Client Investment Advice & Management (Level 6).