Investment Writing Services

Investment Content

As a CFA charterholder with over 15 years’ experience in the investment management industry, I can assist with a broad range of investment writing requirements, ranging from blog posts and white papers to technical investment research reports.

Wealth Management Content

Having worked in private wealth management and obtained a Diploma in Financial Planning, I can provide wealth management content that cuts out the financial jargon and is therefore suitable for audiences with different levels of financial sophistication.

Equity Research

With nearly 20 years of investing experience and top qualifications such as the IMC certificate and the CFA charter, I can provide detailed equity research. I have experience covering both large-cap and small-cap stocks listed in the UK, US, Europe and Australia.

The investment management industry is undergoing unprecedented change at present. Technology is disrupting traditional investment processes and changing the way people invest. However, despite this change, there is one thing that almost every investment management firm now requires more than ever.


This is where I can help.

Based in London, I am a freelance investment writer, with over 15 years’ experience working in institutional asset management and private wealth. I currently write for a broad range of clients including investment banks, wealth managers, financial publications and startups across the UK, Europe, the US and Australia.

With highly-regarded investment qualifications including the Chartered Financial Analyst (CFA) charter, I am well-placed to assist you with:

• Investment content
• Wealth management content
• Equity research 
• Investment Policy Statements 
• Market / portfolio commentary 
• Website / blog / SEO content
• Financial editing
• Custom-tailored investment content

I am deadline driven, and I aim to consistently exceed my clients’ expectations. Whether you require a simple one-off project, or a long-term assignment, I can tailor high-quality investment content to your needs.

Investment Writing Samples

A selection of articles I have written for clients
Investment Writing

How to invest in China

For the long-term investor, China offers a compelling investment opportunity. Already the world’s second-largest economy, China is one of the fastest-growing emerging markets in the world today, and with a population of a staggering 1.39 Read more…

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