Rachel has experience assisting with private client asset management, dealing with a wide range of asset classes. She sits on the internal investment committee and is a holder of the CISI Investment Advice Diploma.
Rachel has been instrumental in the development of the selection process and strategy through her understanding of theories such as the Zulu Principle.
Prior to co-founding Progeny Asset Management, she trained under Michelle, Ian, Craig and David at Redmayne-Bentley LLP and is currently working towards her Chartered Wealth Manager qualification.
Rachel lives with her partner in South Milford, Leeds. Out of the office, she enjoys cooking and spending time with her family and friends.