AMY O’SULLIVAN

C. HOARE & CO.

Category
Company Size
UK

O’Sullivan was delighted when she received an unexpected wedding trinket from a client. ‘It was a little painting of the church that I was getting married in, it was really sweet,’ she says. The friendly portfolio manager says she speaks openly to her clients and is always available for a chat. ‘If a customer asks about their portfolio performance, I give them comprehensive detail at an accessible level according to their knowledge and experience,’ she says. This wealth manager graduated with a degree in English and had a brief spell in marketing before landing a financial role relating to mergers and acquisitions at Citigroup. Her love for numbers and establishing good client relationships guided her to a role in C Hoare & Co in 2006.

Amy O’Sullivan