Lewis Owen

Lewis Owen is a finance professional with a strong background in investment management and client advisory services, demonstrated through his roles at Y TREE and Evelyn Partners. He has experience in financial life intelligence, portfolio management, and providing client advice, indicating a comprehensive understanding of financial markets and client needs. theorg

Lewis is actively pursuing advanced qualifications in finance, holding the Investment Management Certificate from the CFA Institute and currently working towards the Chartered Wealth Manager designation from the CISI, showcasing his commitment to continuous professional development and expertise in wealth management. theorg

He has a keen interest in impact investing and venture capital, evidenced by his MBA summer associate position at Boost Capital Partners, a firm focused on high-impact startups. His work involved due diligence on prospective investments in sectors like health, education, and infrastructure, reflecting a passion for driving societal change through strategic investments. insead+2

Lewis possesses a strong academic foundation with a BSc in Economics (International) from the University of Leeds, which included an exchange program at The University of Kansas, and is currently enhancing his strategic and leadership capabilities through an MBA at INSEAD. theorg+1