Olivia Reid
Olivia joined Progeny in April 2024, having been in the industry for four years and previously worked at a FTSE 100 Wealth Management company. She is based in our head office in Leeds.
As an Investment Manager in the Private Wealth Team, her role involves constructing and managing discretionary portfolios for high-net-worth clients and family investment companies. As part of this, she researches new investment ideas, as well as keeping up to date with global markets for our clients. She also makes gilt investments as part of our Gilt Service.
Olivia has completed the Level 4 Certificate in Investment Management and ESG Certificate, in addition to the CISI Level 7 Chartered Wealth Manager qualification.
Outside of work, Olivia enjoys travelling, exercising, hiking, baking and spending time with friends and family.