The Investment Research team

Our Research team has decades of experience and spends thousands of hours each year crunching the numbers.

But when looking at a fund’s performance potential, data can tell only half the story. Our Research team also dig deep into funds’ processes and management team with the goal to unearth what’s really driving performance.

Meet the research team:

Emma Wall

Chief Investment Strategist

Skills, competence and experience: As Chief Investment Strategist, Emma is responsible for HL’s investment philosophy and our analysis on funds, shares, ETFs and investments trusts, as well as research on pensions and personal finance, group-wide strategic asset allocation and ESG policies and processes. Emma is also HL’s primary external advocate, sharing investment expertise with our clients, the media and the market and chairs the Distribution Investment Oversight Committee.

Before her appointment to the Executive Leadership Team, Emma has held various roles at HL since joining in 2019, including leading the fund research team, running our Active Savings cash platform, and heading up platform investments, where she determined the best products to distribute to our clients.

Prior to HL, she held roles at data and analysis company Morningstar, latterly in Hong Kong from where she ran teams in India, the UK, Canada and Australia, gaining a global perspective on markets, investors and regulation.

Kate Marshall

Lead Investment Analyst

Skills, competence and experience: Kate is Lead Investment Analyst at HL, and is responsible for the Asian and emerging markets fund sectors. She leads a team of Investment Analysts, and as a member of the Senior Research Team also provides oversight and challenge to fund selection across all sectors on the Wealth Shortlist, and votes on all proposals. She's also involved in compiling investment portfolios for HL's advisory team, and is a senior member of the Investment department.

Kate has eleven years' experience in financial services and joined our investment research team in 2011. She has a first class degree in Business Studies and has completed the Investment Management Certificate.