Helen was head of client service at Acorn Capital Advisers and worked with families that used their outsourced Family Office. She previously worked at the Charities Aid Foundation (CAF) as a Private Client Manager in the CAF American Donor Fund team, helping donors with their worldwide charitable giving. Helen has over 11 years wealth management experience in client-focused roles at UBS AG and Cheviot Asset Management. She has completed the CISI Investment Advice Diploma and CISI Investment Operations Certificate. Helen has hands-on experience working in highly regulated environments in the private banking sector and pharmaceutical industry. She holds a degree in Environmental Biology from the University of London.
Helen Westgate
Trainee Investment Manager