Helene joined PK Wealth in January 2021 as an Investment Consultant and a Senior Investment Manager. She is a member of PK Wealth’s Investment Committee.
Helene has more than 25 years investment management experience serving a range of clients from large institutional investors to small charitable foundations and private clients.
Helene started her career at PwC London, where she qualified as a chartered accountant. After qualification, she joined Cazenove as a French equity analyst before moving to Deutsche Asset Management to manage their European small-cap funds. She later served as an Investment Director and Partner with two European activist investment management firms, Arlington Capital Investors and GO Investment Partners. For the past twelve years, she has been managing multi-asset portfolios for US and UK private clients and charitable foundations.
Helene holds a BSc (Hons) in Mathematics and Economics from the University of Sussex and a Masters in Globalisation and Development from the School of Oriental and African Studies. She also holds the following professional qualifications: ACA, SFA Securities Representative, Investment Management Certificate (IMC) and CFA Program Level 1.
Helene is a trustee and chair of the Finance and Investment Committee of the DD McPhail Charitable Settlement.