Yepsen
Investment Review & Alignment
I provide independent portfolio oversight, investment review and responsible investment support to help clients better understand how their portfolios are positioned and whether they reflect their values and objectives.
Further details will be available here soon - please get in touch in the meantime.
About me
I have over 20 years’ investment experience, having worked at Schroders Investment Management and Quilter Cheviot. I specialise in fund analysis, portfolio construction, and considering how environmental and social considerations are integrated into investment decision-making.
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As an investment director at Quilter Cheviot, I led the funds-based Positive Change strategy, combining sustainability and impact focused funds alongside those with leading stewardship credentials. I also engaged directly with asset managers on their net zero commitments and responsible investment approaches. I am a CFA Charterholder and hold the CFA ESG certificate.
If you would like to find out more or schedule an introductory call, please email me at
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