Olivia is a Wealth Manager in the Private Office team specialising in all aspects of High and Ultra High Net Worth client relationship management and investment portfolios. She works closely with Zoe Vucicevic, a Founding Partner of the firm, managing portfolios for entrepreneurs and families. Olivia has over 8 years’ experience in investment management, and has a particular interest in intergenerational wealth management and the education of the younger generation on the long-term management of their family assets.
Olivia joined in April 2023 having worked as a Client Relationship Manager at Cerno Capital for almost 7 years. She holds the Private Client Investment Advice & Management Certificate and is a member of the Chartered Institute for Securities and Investments.
Olivia is a graduate from Durham University where she studied Geography with additional modules in Business, Accounting and Finance.
