Georgie Ogilvie-Jones

Georgie is a seasoned analyst and researcher with over 25 years’ experience working for wealth management, investment banking and management consulting companies.

She has worked within wealth management in an investment management capacity for 11 years with stints at SDB Strategic Planners, Torevell & Partners and Mutual Financial Management/Magnus. She has consistently focused on asset allocation, fund selection and portfolio monitoring. Georgie was instrumental in the launch of Magnus and heavily involved in the development of processes to run the service efficiently.

Georgie lived in New York between 2000 and 2009, working as an analyst in relation to healthcare sector mergers and acquisitions for UBS, Morgan Stanley and Bear Stearns.
She began her career in London working in the Asset Management practice at leading
management consultancy McKinsey.

Georgie graduated from Oxford University with a degree in Philosophy, Politics and
Economics. She holds the CII Certificate in Discretionary Management.