![Andrea Wood](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Andrea J.
Wood is an Associate & Investment Manager at MHA Wealth Ltd. he joined MHA Wealth 2018 to support the investment management team.
She is part of the Investment Committee, which oversees the firm’s asset allocation and investment strategy.
She offers support to the investment management team, whilst managing her own client investment portfolios on both an advisory and discretionary basis.
She also provides stockbroking services to the firm’s execution-only clients.
She also holds a degree in Accounting and Finance.
Postes actifs de Andrea Wood
| Sociétés | Poste | Début |
|---|---|---|
MHA Caves Wealth Ltd.
 MHA Caves Wealth Ltd. Investment ManagersFinance MHA Wealth suggests a comprehensive wealth management strategy tailored to the client’s specific risk tolerances and investment objectives. The firm uses their comprehensive portfolio construction and investment management selection process to determine and build a portfolio designed to suit client’s individual requirements. | Membre du Comité d'Investissement | 01/01/2018 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
1
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
MHA Caves Wealth Ltd.
MHA Caves Wealth Ltd. Investment ManagersFinance MHA Wealth suggests a comprehensive wealth management strategy tailored to the client’s specific risk tolerances and investment objectives. The firm uses their comprehensive portfolio construction and investment management selection process to determine and build a portfolio designed to suit client’s individual requirements. | Finance |
