Perfil

Ms. Lucy L.
Taylor is an Investment Director at Brooks Macdonald Asset Management Ltd.
She joined the firm in 2007 and manages bespoke discretionary portfolios on behalf of a range of clients.
She sits on the UK stocks research team and has over 19 years of experience in financial services, predominantly working with high net worth individuals.
Prior to joining Brooks Macdonald, Ms. Taylor worked at Fortis Private Investment Management.
She holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Chartered Fellow of the CISI.
She was also listed on CityWealth’s Leaders List in 2015, 2016 and 2017 and shortlisted at the inaugural Investment Week Women in Investment awards, in the category of Investment Woman of the Year (small to medium firm).

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