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Amy O'Sullivan — Portfolio Director and Team Manager · Cazenove Capital · Greater London, England, United Kingdom.
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About
Amy joined Cazenove Capital from C. Hoare & Co. in 2017 where she had been a member of the Wealth Management team since 2006. Prior to that she graduated with a degree in English from the University of Exeter and went on to work for Citigroup’s Financial Mergers and Acquisitions team. Amy was recognised in the 2017 PAM Top 40, Under 40 guide to the rising stars in the private banking and asset management sectors and listed as one of the “top recommended” High Net Worth Wealth Managers in the Spears Index in 2016. She also currently forms part of the Citywealth Leaders List. Amy is a Chartered Fellow of the Chartered Institute for Securities and Investment and has 20 years’ financial experience.
Experience
Portfolio Director and Team ManagerCurrent
Feb 2024 – Present
Portfolio Manager
C. Hoare & Co.
Dec 2006 – Feb 2017
Education
Skills
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