Holding a degree in Economics & Finance from the University of London, Jason is an experienced Portfolio Specialist, with a particular forte in investment research and portfolio construction. Prior to joining The Heritage Partnership, Jason held previous roles as an Investment Specialist at MoneyOwl Private Limited, an Investment Analyst at Swiss Asia Financial Services and an Investment Analyst at a hedge fund startup. In his role, Jason supports the investment functions of the Practice and uses his expertise in market analysis and portfolio allocation methods to help clients reach their investment goals. He works closely with clients to understand their individual needs and risk tolerance and uses this information to develop custom investment strategies that are tailored to their specific objectives. In his free time, Jason enjoys keeping up with the latest trends in wealth management and technology, ensuring he stays informed about industry advancements. Outside of work, he prioritises fitness through bodybuilding and HIIT, while also embracing travel and the challenge of learning new languages.