Lauren Elliot Jones, CFA

Family Office Specialist

Lauren Elliot Jones is a Vice President at ICONIQ Capital, a prominent investment management firm based in San Francisco, California. With over 17 years of experience in the finance sector, she has developed a strong background in multi-asset investment strategies. Prior to her role at ICONIQ Capital, she held significant positions at major financial institutions, including HSBC and Deutsche Bank.1 3

Professional Background

Current Position: Vice President at ICONIQ Capital
Experience: Over 17 years in asset management and investment banking
Previous Roles: Worked at HSBC and Deutsche Bank

Education

Lauren holds a degree from the University of Cambridge, which has contributed to her expertise in finance and investment management.2 3

Skills and Expertise

Investment Strategies: Proficient in multi-asset investment approaches
Financial Analysis: Extensive experience in analyzing market trends and investment opportunities

Lauren's professional journey showcases her commitment to excellence in the investment field, making her a valuable asset to ICONIQ Capital and its clients.

Experience

Vice President at ICONIQ Capital since February 2022

Senior Investment Advisor/Director at HSBC (Feb 2019 - Feb 2022), Senior Investment Advisor/Vice President at Deutsche Bank (May 2012 - Jun 2017), Associate at HSBC Global Banking and Markets (Jun 2010 - Oct 2011), Investment Counsellor at HSBC Private Bank (Jul 2008 - Jul 2010), International Analyst at HSBC Private Bank (Oct 2006 - Jul 2008), Junior Accountant at Credit Suisse (Mar 2006 - Oct 2006), Private Banker's Assistant at Barclays Private Bank (Sep 2005 - Dec 2005)

Education

University of Cambridge, Sustainable Finance; The London School of Economics and Political Science (LSE), Certificate in International Business (2018-2019); CFA Institute, Finance (2007-2010); FSA Qualified, Units 1, 3, and 5 (2006-2008); University of Cape Town, Post Graduate Diploma in Marketing Management (2004); Stellenbosch University, BComm Management Accounting in Accounting and Finance (2001-2003); Herschel School, Matriculation (1996-2000)