Cordelia enjoys working with private individuals, trustees and charities and is responsible for managing client portfolios. Having spent seven years at Rothschild Wealth Management prior to joining Meridiem in 2017, she brings a strong focus on client service to the role. Cordelia began her career with Killik & Co LLP in 2007.
In addition to managing client portfolios and being a member of the investment team, Cordelia is responsible for producing Meridiem’s investment context slides. She enjoys bringing Meridiem’s structural growth trends and in-depth company research to life for clients.
Cordelia is passionate about social mobility and proud of the firm’s internship programs and outreach events.
Cordelia holds a BA (Hons) in Philosophy and Theology from the University of Oxford and is a Member of Chartered Institute for Securities and Investment. She received Spears magazine’s ‘Future Leader in Wealth Management’ award in 2017 and was included in PAM’s Top 40 under 40 in 2016.