Financial Intermediaries

I joined Investec in 2023 and manage a team that provides a wide range of services to regulated Financial Intermediaries.  Our services include tailored solutions for cash management, lending, foreign exchange, custody and trade execution services.  I am a member of the Chartered Institute for Securities and Investment and have over 25 years' experience in the finance industry, across a range of sectors including Insurance, Trust, Investment Management and Banking. 

I joined Investec in 2024 and lead a team of senior professionals, providing a full banking proposition to the Financial Intermediary Sector. I have over 30 years’ experience in the finance industry, and I am considered an SME in the Professional Services Sector.  A Chartered Investment Specialist, with decades of knowledge dealing with Family Offices, UHNW Private Clients and Financial Intermediaries businesses.

I joined Investec in 2015 as Head of Isle of Man Rep Office and a member of the Relationship Management team. I'm responsible for driving the growth of the Isle of Man business and am your point of contact for the provision of general banking and lending information to clients in the Isle of Man Financial Intermediaries sector. I have over 35 years’ experience within the financial services sector both in the UK and the Isle of Man.

I joined Investec in September 2014 and became head of the Jersey branch in 2021. I have overall responsibility for our Financial Intermediary client segment in Guernsey, Jersey, Switzerland and the Isle of Man as head of Financial Intermediary Banking. In addition, I support the growth of the Jersey business across all client segments. I have 39 years’ experience in the banking sector, the last 24 years offshore. For 18 years I have specialised in working with Financial Intermediaries.