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Michael Heapy IMC

Senior Investment Analyst

Michael joined IBOSS at the beginning of 2012.

His day-to-day role includes assisting with the analysis of funds and the provision of relevant data, whilst arranging and attending fund manager meetings. Michael monitors individual fund performance, assisting and enabling decisions to be made on portfolio and fund content.

Michael holds an IMC certificate, and has also passed the J10 exam and the CFA UK Certificate in ESG investing.
His qualifications award him the certificate in discretionary investment management, as well as an extensive knowledge within the ESG sector.

Outside of work Michael has a keen interest in motorbikes, photography, fitness and hiking.

  • michael.heapy@kingswood-group.com