Annie Borg

Research Analyst

Research Analyst

After graduating from Southampton Solent University with a first in Business Economics Annie gained a masters in Finance at Bournemouth University before joining Casterbridge Wealth in November 2018. She is currently studying to complete The Investment Management Certificate (IMC) before going on to work towards her Chartered Financial Analyst (CFA) qualification.

Annie works in the Casterbridge research team as an investment analyst, her primary focus on fund analysis, finding long term holdings for Casterbridge client portfolios. She works closely with each of the portfolio managers whilst ensuring all internal records are maintained and up to date. Annie has wanted to work in the financial industry since she was very young and enjoys working for a company where she is not just another employee and where she knows her hard work and contributions are valued.

Annie is very close to her family and likes to spend time with them when she can, she is currently working from home with her two cats to keep her company and Lockdown allowing spends time in the gym and going for long walks exploring new places. Like most of the Casterbridge team she also enjoys going out to eat.

Phone Number:

01722 466 110