Sarah Osato
Investment Manager
London
What attracted you to a career in wealth management?
I began my journey as an equity research analyst in South Africa. Over the years, my passion for investment management blossomed and I went on to become a CFA Charter holder.
I find the world of stock markets and investing utterly captivating, and the opportunity to work closely with clients and understand their financial goals was a compelling draw for me.
How do you approach your role on a daily basis?
My primary role centres on managing portfolios for charities. . When it comes to my clients, my goal is to deeply understand their investment objectives. I believe in constructing investment portfolios that align with their unique goals, requirements and circumstances Regular, transparent conversations with clients are essential to achieving and furthering their charitable objectives.
What are your interests outside of work?
Beyond my professional interests, I serve as an associate governor at the Fox Federation, a London-based federation of five local schools and spend my weekends running after my toddler.