As Portfolio Specialist at The Heritage Partnership, Jason supports the investment strategy, asset allocation and portfolio construction. He conducts market analysis and works closely with advisers to align portfolios with client objectives and risk capacity. Jason holds a degree in Economics and Finance from the University of London and specialises in investment research and portfolio construction. Prior to joining The Heritage Partnership, he worked as an Investment Specialist at MoneyOwl Private Limited and as an Investment Analyst at Swiss Asia Financial Services and a hedge fund start-up, where he built a strong interest in developments across wealth management and financial technology. Outside work, he trains in bodybuilding and HIIT, enjoys travel and continues learning new languages.