Fund research team

Kate leads a team of Investment Analysts and is a member of the Senior Research Team. She provides oversight and challenge to fund selection across all sectors on the Wealth Shortlist, and votes on all proposals.

Emma's responsible for developing and implementing the investment processes for Hargreaves Lansdown Asset Management, including the Wealth Shortlist.

Victoria is responsible for overseeing and implementing the fund research process at HL, including the Wealth Shortlist. She heads up the Senior Research Team, providing challenge across all sectors on the Wealth Shortlist, and votes on all fund proposals. In addition Victoria covers specialist and impact funds.

Danielle is a member of our Fund Research team and is responsible for analysing passive funds and ETFs across all sectors. She has worked at HL since 2018 and draws experience from different areas of the business.

Hal is a part of our Fund Research team and is responsible for analysing funds and investment trusts in the Fixed Interest and Multi-Asset sectors.

Joseph is part of our Fund Research team. Having joined HL in 2017 initially on a graduate scheme, he's now integral to our analysts who select funds for our Wealth Shortlist. He also analyses the UK Growth, UK Equity Income and UK Smaller Companies fund sectors, providing expert insight for our clients.

Aidan joined the Fund Research team in 2022 and is responsible for analysing funds and investment trusts in the US and Global Sectors. He has a keen interest in macroeconomics and in particular US monetary policies and the impact it can have on clients' investments.