Melanie works closely with the professional advisor community to deliver and expand Equiom's private wealth proposition. A key member of the London team, she leverages her deep experience of private clients to tailor solutions to meet complex requirements.
Melanie started her career at Deloitte joining their Financial Advisory Group as a graduate. She then joined J.P.Morgan & Chase where she built a career in investment and private banking over 15 years, advising clients on credit, investments, and estate planning. As an FCA regulated professional, she acted as a trusted advisor to financial executives and entrepreneurs, working alongside their family offices and other professional advisors.
Melanie holds the Financial Planning Certificate (FPC- I II, III), the Investment Management Certificate (IMC), and the Private Client Investment Advice & Management qualification (PCIAM). She is an affiliate of the Chartered Institute for Securities and Investments and holds a first class honours degree from Manchester School of Management and an MSc in Technology Management from Manchester Business School.
Melanie is a Trustee and Director of the Consumer Association, better known as ‘Which?’ She is a native French speaker and speaks English fluently.