Fundment
Gemma B. started their work experience in 2011 at A J Bell, where they worked in operations until 2013. Gemma then joined Transact as a Client Services Manager, where they developed and managed relationships with financial adviser firms and discretionary investment managers. In 2016, they joined Vanguard Europe as a UK Retail Sales Support, providing support for three years. Most recently, in 2020, they became a Business Development Manager at Fundment.
Gemma B. attended Elmhurst School for Dance from 2002 to 2009. In 2009, they then went on to study at Rochester Independent College for a year. Gemma B. obtained an Investment Management Certificate from CFA UK in March 2016.
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Fundment
Fundment is where discretionary fund management meets digital investment technology. The firm has developed an integrated solution for financial advisers and enterprise clients in the UK which enables them serve wider range of customers than previously. Fundment's technology are being used by advisers in the UK today to deliver a suitable,goal-based asset allocation and advice, integrated discretionary investment management and automated account management which reduce regulatory headache for advisers. Fundment is authorised and regulated by the Financial Conduct Authority and is an HM Revenue & Customs approved ISA plan manager.