Emma Moffat

Areas of expertise

Private client investment management; IFA work; global insurance equities; North-American open-ended collectives.

Experience

I joined Evelyn Partners in 2018 having graduated from the University of Sheffield with a BA Hons degree in Accounting & Finance. I am a fellow of the Chartered Institute for Securities & Investment, and my main focus is discretionary investment management for private clients. I am also a sector specialist for Insurance equities and North American collectives.

Professional qualifications and memberships

I have completed the Investment Advice Diploma, the CFA ESG exam and the CISI Chartered Wealth Manager qualification. I am also currently studying towards achieving CFA Charterholder status.