Jennifer Perry

Portfolio Director

Jennifer Perry

Jenny joined in July 2019 as a Portfolio Director working with private clients as well as providing investment solutions to private investment offices. She originally trained as an investment manager at Brewin Dolphin and subsequently moved to UBS Edinburgh as a client adviser. Jenny is a member of the Chartered Institute for Securities & Investment and holds the Investment Advice Diploma (IAD) and Masters in Wealth Management.

Jenny joined in July 2019 as a Portfolio Director working with private clients as well as providing investment solutions to private investment offices. She originally trained as an investment manager at Brewin Dolphin and subsequently moved to UBS Edinburgh as a client adviser. Jenny is a member of the Chartered Institute for Securities & Investment and holds the Investment Advice Diploma (IAD) and Masters in Wealth Management.