Amy O‘Sullivan
Latest Review
Private Client review:
I have known Amy for many years. She has been unfailingly able, professional and empathetic. Always a great pleasure to deal with her and her team. In these uncertain times which we find ourselves, I am confident that Amy represents a safe pair of hands.. which is a blessing.
23 Jun 2025
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Reviews
Private Client review:
I have known Amy for many years. She has been unfailingly able, professional and empathetic. Always a great pleasure to deal with her and her team. In these uncertain times which we find ourselves, I am confident that Amy represents a safe pair of hands.. which is a blessing.
23 Jun 2025
Private Client review:
To whom it may concern,
It is my pleasure to provide this review in support of Amy, with whom I have worked over many years, gaining first-hand knowledge of her professional expertise, moral character and his uncompromising dedication to achieve excellence in all that she does.
Amy, is one of the most intelligent, courteous and professional ladies that I have encountered in a professional career spanning nearly 50 years. She is reliable, trustworthy and a pleasure to work with. Furthermore, she has consistently exceeded my expectations and I have no hesitation in recommending her unreservedly!
Simon Lance Burgess LL.B. managing director at British plc.
23 Jun 2025
Case Studies
19 years’ financial experience in investment management
Amy joined Cazenove Capital, a private bank, as a portfolio director and team manager, from C. Hoare & Co. in 2017 where she had been a member of the Wealth Management team since 2006. Prior to that she graduated with a degree in English from the University of Exeter and went on to work for Citigroup’s Financial Mergers and Acquisitions team. Amy is listed as a recommended individual in the financial services user rating directory Citywealth Leaders List. Amy is a Chartered Fellow of the Chartered Institute for Securities and Investment and has 19 years’ financial experience.
