Senior Investment Manager - Chartered FCSI
Fran began her career in 2007 at Gerrard Investment Management in Salisbury which subsequently became part of Barclays Wealth. Fran continued working with Chris Rogers and Simon Jackson when she joined Gore Browne Investment Management in April 2015. Her background as a Private Bank Executive and Analyst provides her with a strong base for her current role. Fran is a Chartered Fellow of the Chartered Institute for Securities and Investment, holds the CISI Investment Advice Diploma (IAD), the CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM) and the Chartered Banker Institute Certificate in Green and Sustainable Finance. She is a member of the CISI South Coast Committee and a Green and Sustainable Finance Professional TM
As an Investment Manager, Fran has experience working with private clients, companies, families, trusts and pensions. She is responsible for looking after clients, constructing, monitoring and reviewing portfolios and is involved with general business development. On research Fran’s focus is on collective investment funds and companies. She also co-manages the Sustainable Portfolio team for those pursuing environmental or ethical objectives.
Away from the office, Fran has a busy life with her young family and dog. She enjoys finding new walks to explore the beautiful countryside.
In 2020 Fran became a Dementia Friend, an Alzheimer’s Society Initiative. Click here to find out more.