Louise Chartered
About Louise Chartered
Louise Chartered is a Business Manager in Discretionary Wealth Management at HSBC, where she has worked since 2010. She holds a Master's degree from the Chartered Institute of Securities and Investments and a Bachelor of Commerce from the University of South Africa.
Work at HSBC
Louise Chartered has been employed at HSBC as a Business Manager in Discretionary Wealth Management since 2010. Over her 14-year tenure, she has contributed to the management of client portfolios and the delivery of wealth management services. Her role involves overseeing investment strategies and ensuring compliance with regulatory standards within the financial services sector in London, Greater London, United Kingdom.
Previous Experience in Investment Management
Prior to her current role at HSBC, Louise Chartered worked at Legal & General Investment Management as a Unit Trust Valuations Administrator. Her employment lasted for four months in 1998. This position provided her with foundational experience in investment management and valuation processes.
Education and Expertise
Louise Chartered studied at the Chartered Institute of Securities and Investments (CISI), where she achieved a master's degree from 2010 to 2011. This advanced education has equipped her with specialized knowledge in securities and investments. Additionally, she earned a Bachelor of Commerce degree from the University of South Africa from 1991 to 1994, which laid the groundwork for her career in finance and wealth management.
Background
Louise Chartered has a diverse educational and professional background in finance and investment management. Her academic journey began at the University of South Africa, followed by advanced studies at the CISI. This educational foundation has supported her career progression in the financial services industry, particularly in discretionary wealth management.