Founder & CEO
Beatrice Larson
Beatrice held senior roles in sales and marketing at asset and wealth management firms. Her 25 year-career in financial services included tenures at Fidelity, Citigroup, Legg Mason, and Franklin Templeton in London, New York, and Singapore.
She holds professional qualifications in investment management and wealth management. She earned an undergraduate degree from Queen Mary, University of London, a master’s degree from the University of York, and completed the Oxford Strategic Management Executive programme at Said Business School, University of Oxford.
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