Lydia Luo

Investment Analyst / Team Leader & sits on the Consilium Investment Committee
Socially Responsible Investing
KiwiSaver Advice
Planned Charitable Giving
UK Pension Transfers
Classic Investment Portfolios & Returns
Portfolio Management & Financial Planning

Lydia has been working as an investment analyst for Consilium for over 4 years and is a member of the Consilium Investment Committee.

Lydia’s role includes monitoring the model portfolio’s performance, risk and attribution, coordinating quarterly client reporting and presentation, and assisting with strategic asset allocation and RFP.

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