Jayna Bhullar, CFA, Senior Investment Consultant
Jayna has worked in investment since 2012 and advises several high profile institutions (including trust-based pension schemes, charities and charitable organisations) on their investment portfolios and has both client-facing and research responsibilities. She plays an instrumental role in the firm’s ESG strategy, client solutions and leads our firmwide employee-led ESG group and is also the Firm’s representative on the Investment Consultants Sustainability Working Group.
She prides herself on delivering innovative and
pro-active advice and has extensive experience of working on a range of clients
of different sizes and complexities.
Jayna holds a First Class BSc (Hons) in Mathematics, the Chartered Financial
Analyst charter and was one of the first advisers in the UK to achieve the
Diploma in Investment Management (ESG) in December 2019.
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