PortfolioMetrix Investment Analyst Oliver Jones has been honoured by Citywire as one of the brightest young talents in the finance industry, securing a coveted spot on the prestigious "30 Under 30" list.
Recognizing Excellence in Finance
Citywire's "30 Under 30" list is renowned for showcasing the most promising individuals in finance. Honorees are selected based on their professional and educational achievements, work responsibilities, and overall contributions to their respective companies.
This year's cohort includes accomplished professionals such as CFA charterholders, directors, and heads of research. Notably, a common thread among this year's honorees is their shared emphasis on sustainability, highlighting the growing focus on responsible investing within the industry.
Expertise in Sustainable Investing
Oliver Jones's inclusion in Citywire's "30 Under 30" list (for the third time) is a testament to his outstanding accomplishments and contributions to the field of investment management.
His expertise lies in sustainable investing and fund research, making him a valuable asset to PortfolioMetrix. Jones's role involves asset allocation, fund selection, and corporate social responsibility.
In 2022, Jones achieved the prestigious CFA (Chartered Financial Analyst) charter holder designation, solidifying his commitment to professional excellence. He has also completed the CFA Institute's Certificate in ESG Investing, further enhancing his credentials in sustainable investment practices.
A Vision for the Future
Oliver Jones exemplifies the next generation's commitment to integrating sustainability into investment strategies and leaving a lasting impact on the world of finance and PortfolioMetrix.
By integrating sustainability into investment strategies and actively contributing to the field of investment management, Oliver Jones is paving the way for a responsible and impactful future in finance.
We are all proud to have him as part of the team!
About us!
PortfolioMetrix is a global investment manager operating in the United Kingdom, South Africa, and Ireland. We support independent advisers to scale sustainably without compromising the quality of advice they provide to their clients.
Our risk-based investment process ensures carefully calibrated portfolios that deliver predictable outcomes specific to each investor. See how we partner with advisers.
Our technology, WealthExplorer™ allows the adviser to extract the synergies between financial advice and investment management, providing deeper client insights and more robust recommendations.
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