Portfolio Manager
Portfolio Manager
Imogen began her career in financial services in October 2014 as a paraplanner within Fairstone, before moving over to Fairstone Private Wealth where her focus was on platform management and the operational running of the model portfolios.
Since then, her role has evolved to encompass investment and economic analysis that forms part of the foundation on which Fairstone Private Wealth’s portfolio ranges are built.
Imogen is the lead manager for the Fairstone Pure Passive and Fairstone Responsible model portfolio ranges and has a focus on fund selection and asset allocation within passive solutions, fixed income and alternatives.
Imogen is a CFA Charterholder and holds the CFA’s Sustainable Investing Certificate.