‘If a customer asks about their portfolio performance, I give them comprehensive detail at an accessible level according to their knowledge and experience,’ says Amy O’Sullivan. The friendly portfolio director had a brief spell in marketing before advising on mergers and acquisitions as a cluster assistant at Citigroup before a love for numbers and strong relationships guided her to C. Hoare & Co in 2006, prior to Cazenove’s buy-out of its wealth management arm. O’Sullivan forges strong relationships with her clients — and she was once delighted to receive an unexpected wedding trinket from one of them. ‘It was a little painting of the church that I was getting married in — it was really sweet,’ she says.
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