Alexandra Buchan-Heelas

Alexandra is a Portfolio Manager and Director. She looks after a wide range of clients, including multi-generational UK based families, and particularly enjoys helping with the younger generation's financial education. She specialises in managing portfolios for resident non-domiciled individuals, offshore trusts and structures with complex international tax requirements. She works closely with a range of trustees, consultants, lawyers and accountants specialising in this area. Alexandra is Head of the International Client Committee and holds the STEP Advanced Certificate in UK Tax for International Clients.Alexandra graduated from the University of Durham with a degree in History and holds the Chartered Wealth Manager Qualification. In 2018, 2020 and 2022 Alexandra was included in the PAM Top 40 Under 40. She joined Waverton in 2013 after completing a graduate training scheme at Smith & Williamson.