Helene is the Investment Consultant for PK Wealth with more than 20 years investment management experience. She is a qualified chartered accountant and holds the following financial qualifications: IMC, SFA Securities Representative and CFA Level 1. Helene specialises in Investment Management, Asset Allocation, Charities and Foundations, Equity Research, Corporate Governance and Shareholder Engagement. On a daily basis, Helene manages discretionary portfolios for UK and US charitable foundations and private clients. Additionally, she provides advice on asset allocation strategy and investment process to the PK Wealth Investment Committee and contributes to investment research. Helene is also a Trustee and Chair of the Finance and Investment Committee of the DD McPhail Charitable Settlement.
Previously, Helene had experience in equity analysis and asset management and was the Founder and CIO of Goldlake Capital Ltd. Aside from work, Helene enjoys travelling, discovering new places and playing tennis.