A Lota Email & Phone Number
Portfolio Manager @ The Private Office (TPO)
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A Lota Location
- London, GB
A Lota Work
- 2025 - now Portfolio Manager @
- 2020 - 2025 Investment Strategist @
- 2019 - 2020 Head of Investments @
- 2016 - 2019 Multi Asset - Macro Strategist @
- 2015 - 2016 Investment Specialist @
- 2013 - 2015 Finance Manager @
- 2011 - 2011 Investment Management Intern @
A Lota Education
- Aston Business School
MSc (Investment Analysis)
2013 - 2015 - Nottingham Business School
BA (Hons) (Economics)
2010 - 2013
A Lota Skills
- Portfolio Construction
- Applied Wealth Management
- Asset Management
- Finance
- Economics
- Investments
- Analysis
- Financial Modeling
- Data Analysis
- Financial Analysis
- Valuation
- Corporate Finance
- Trading
- Financial Services
- Research
- Market Research
- Investment Management
- Risk Management
- Strategy
- Investment Banking
- Portfolio Management
- Banking
- Financial Markets
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Teamwork
- Time Management
- Leadership
- Customer Service
- Public Speaking
- Management
A Lota Summary
- A Lota, based in London, GB, is currently a Portfolio Manager at The Private Office (TPO). A Lota brings experience from previous roles at The Private Office (TPO), OCM Wealth Management Limited and Nationwide Building Society. A Lota holds a 2013 - 2015 MSc in Investment Analysis @ Aston Business School. With a robust skill set that includes Portfolio Construction, Applied Wealth Management, Asset Management, Finance, Economics and more. A Lota has 3 emails on RocketReach.
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