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Get in touch with our local teams across the UK
Central Charities team and regional charities specialists in London
Nicola Toyer
Head of Charities
I am responsible for leading the specialist Charities team at Investec. I focus on managing bespoke multi-asset portfolios for a broad range of charities, with a particular focus on clients who have specific ethical requirements where a direct solution is required. I also sit on the firm’s International Stock Committee which makes recommendations on direct overseas equities for inclusion in client portfolios.
Nicola Toyer
Head of Charities
I am responsible for leading the specialist Charities team at Investec. I focus on managing bespoke multi-asset portfolios for a broad range of charities, with a particular focus on clients who have specific ethical requirements where a direct solution is required. I also sit on the firm’s International Stock Committee which makes recommendations on direct overseas equities for inclusion in client portfolios.
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Mark O'Connor
Business Development Director Charities
My role as Business Development Director Charities is to help ensure that Investec best serves the needs of charities. The key to this is listening and really understanding their needs. While charities often have similar investment requirements, each is unique and will have particular needs that are important to them. We discuss these needs with our investment team, who can then develop a bespoke solution for each charity.
An important aspect of my role is to ensure that charities know about Investec. So I will look to promote the Investec name and seek to involve us in industry events that are useful for charities - such as conferences, roundtable events and training seminars. I also work with the charity consultant community, to ensure they remain up to speed with all Investec charity team developments, so they can confidently recommend Investec to their clients.
Mark O'Connor
Business Development Director Charities
My role as Business Development Director Charities is to help ensure that Investec best serves the needs of charities. The key to this is listening and really understanding their needs. While charities often have similar investment requirements, each is unique and will have particular needs that are important to them. We discuss these needs with our investment team, who can then develop a bespoke solution for each charity.
An important aspect of my role is to ensure that charities know about Investec. So I will look to promote the Investec name and seek to involve us in industry events that are useful for charities - such as conferences, roundtable events and training seminars. I also work with the charity consultant community, to ensure they remain up to speed with all Investec charity team developments, so they can confidently recommend Investec to their clients.
Tom Holbrook
Investment Director
I am an investment manager within the Charities Team helping a number of organisations within the not-for-profit sector. I liaise directly with clients to understand their needs and build portfolios that help their organisations achieve their longer-term ambitions on behalf of their beneficiaries. I work closely with our research team to create bespoke portfolios that deliver clients’ investment needs in the context of their differing values and ethical views. I have an interest in responsible investment, looking at the Environmental, Social and Governance issues affecting our portfolios.
Tom Holbrook
Investment Director
I am an investment manager within the Charities Team helping a number of organisations within the not-for-profit sector. I liaise directly with clients to understand their needs and build portfolios that help their organisations achieve their longer-term ambitions on behalf of their beneficiaries. I work closely with our research team to create bespoke portfolios that deliver clients’ investment needs in the context of their differing values and ethical views. I have an interest in responsible investment, looking at the Environmental, Social and Governance issues affecting our portfolios.
Rhyanna Walton
Investment Director
I am an Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.
Rhyanna Walton
Investment Director
I am an Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.
John Hildebrand
Senior Investment Director
As a specialist on the Charities Team I aim to produce a solution that best meets my clients’ objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.
John Hildebrand
Senior Investment Director
As a specialist on the Charities Team I aim to produce a solution that best meets my clients’ objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.
Tom Quicke
Senior Investment Director
I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm’s charity clients.
Tom Quicke
Senior Investment Director
I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm’s charity clients.
Nicola Toyer
Head of Charities
I am responsible for leading the specialist Charities team at Investec. I focus on managing bespoke multi-asset portfolios for a broad range of charities, with a particular focus on clients who have specific ethical requirements where a direct solution is required. I also sit on the firm’s International Stock Committee which makes recommendations on direct overseas equities for inclusion in client portfolios.
Nicola Toyer
Head of Charities
I am responsible for leading the specialist Charities team at Investec. I focus on managing bespoke multi-asset portfolios for a broad range of charities, with a particular focus on clients who have specific ethical requirements where a direct solution is required. I also sit on the firm’s International Stock Committee which makes recommendations on direct overseas equities for inclusion in client portfolios.
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Mark O'Connor
Business Development Director Charities
My role as Business Development Director Charities is to help ensure that Investec best serves the needs of charities. The key to this is listening and really understanding their needs. While charities often have similar investment requirements, each is unique and will have particular needs that are important to them. We discuss these needs with our investment team, who can then develop a bespoke solution for each charity.
An important aspect of my role is to ensure that charities know about Investec. So I will look to promote the Investec name and seek to involve us in industry events that are useful for charities - such as conferences, roundtable events and training seminars. I also work with the charity consultant community, to ensure they remain up to speed with all Investec charity team developments, so they can confidently recommend Investec to their clients.
Mark O'Connor
Business Development Director Charities
My role as Business Development Director Charities is to help ensure that Investec best serves the needs of charities. The key to this is listening and really understanding their needs. While charities often have similar investment requirements, each is unique and will have particular needs that are important to them. We discuss these needs with our investment team, who can then develop a bespoke solution for each charity.
An important aspect of my role is to ensure that charities know about Investec. So I will look to promote the Investec name and seek to involve us in industry events that are useful for charities - such as conferences, roundtable events and training seminars. I also work with the charity consultant community, to ensure they remain up to speed with all Investec charity team developments, so they can confidently recommend Investec to their clients.
Tom Holbrook
Investment Director
I am an investment manager within the Charities Team helping a number of organisations within the not-for-profit sector. I liaise directly with clients to understand their needs and build portfolios that help their organisations achieve their longer-term ambitions on behalf of their beneficiaries. I work closely with our research team to create bespoke portfolios that deliver clients’ investment needs in the context of their differing values and ethical views. I have an interest in responsible investment, looking at the Environmental, Social and Governance issues affecting our portfolios.
Tom Holbrook
Investment Director
I am an investment manager within the Charities Team helping a number of organisations within the not-for-profit sector. I liaise directly with clients to understand their needs and build portfolios that help their organisations achieve their longer-term ambitions on behalf of their beneficiaries. I work closely with our research team to create bespoke portfolios that deliver clients’ investment needs in the context of their differing values and ethical views. I have an interest in responsible investment, looking at the Environmental, Social and Governance issues affecting our portfolios.
Rhyanna Walton
Investment Director
I am an Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.
Rhyanna Walton
Investment Director
I am an Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.
John Hildebrand
Senior Investment Director
As a specialist on the Charities Team I aim to produce a solution that best meets my clients’ objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.
John Hildebrand
Senior Investment Director
As a specialist on the Charities Team I aim to produce a solution that best meets my clients’ objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.
Tom Quicke
Senior Investment Director
I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm’s charity clients.
Tom Quicke
Senior Investment Director
I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm’s charity clients.
Nicola Toyer
Head of Charities
I am responsible for leading the specialist Charities team at Investec. I focus on managing bespoke multi-asset portfolios for a broad range of charities, with a particular focus on clients who have specific ethical requirements where a direct solution is required. I also sit on the firm’s International Stock Committee which makes recommendations on direct overseas equities for inclusion in client portfolios.
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Mark O'Connor
Business Development Director Charities
My role as Business Development Director Charities is to help ensure that Investec best serves the needs of charities. The key to this is listening and really understanding their needs. While charities often have similar investment requirements, each is unique and will have particular needs that are important to them. We discuss these needs with our investment team, who can then develop a bespoke solution for each charity.
An important aspect of my role is to ensure that charities know about Investec. So I will look to promote the Investec name and seek to involve us in industry events that are useful for charities - such as conferences, roundtable events and training seminars. I also work with the charity consultant community, to ensure they remain up to speed with all Investec charity team developments, so they can confidently recommend Investec to their clients.
Tom Holbrook
Investment Director
I am an investment manager within the Charities Team helping a number of organisations within the not-for-profit sector. I liaise directly with clients to understand their needs and build portfolios that help their organisations achieve their longer-term ambitions on behalf of their beneficiaries. I work closely with our research team to create bespoke portfolios that deliver clients’ investment needs in the context of their differing values and ethical views. I have an interest in responsible investment, looking at the Environmental, Social and Governance issues affecting our portfolios.
Rhyanna Walton
Investment Director
I am an Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.
John Hildebrand
Senior Investment Director
As a specialist on the Charities Team I aim to produce a solution that best meets my clients’ objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.
Tom Quicke
Senior Investment Director
I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm’s charity clients.
Regional Charities specialists in Belfast
John Cubitt
Senior Investment Director
I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation.
John Cubitt
Senior Investment Director
I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation.
Marie Ireland
Investment Director
I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.
Marie Ireland
Investment Director
I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.
Ryan Cornett
Investment Director
I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies.
Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.
Ryan Cornett
Investment Director
I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies.
Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.
John Cubitt
Senior Investment Director
I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation.
John Cubitt
Senior Investment Director
I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation.
Marie Ireland
Investment Director
I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.
Marie Ireland
Investment Director
I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.
Ryan Cornett
Investment Director
I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies.
Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.
Ryan Cornett
Investment Director
I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies.
Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.
John Cubitt
Senior Investment Director
I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation.
Marie Ireland
Investment Director
I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.
Ryan Cornett
Investment Director
I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies.
Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.
Regional Charities specialists in Birmingham
Ian Burrows
Senior Investment Director
As a specialist charity investment manager, I aim to help Charities and other non-profit groups to make a difference. Primarily this is by providing strategic advice as well as the tailored management of their investments to generate income and/or capital and to achieve their financial goals. I believe that the best advice only comes after gaining a thorough understanding of each organisation’s needs, including tolerance of risk, approach to responsible investment and any other unique requirements.
Ian Burrows
Senior Investment Director
As a specialist charity investment manager, I aim to help Charities and other non-profit groups to make a difference. Primarily this is by providing strategic advice as well as the tailored management of their investments to generate income and/or capital and to achieve their financial goals. I believe that the best advice only comes after gaining a thorough understanding of each organisation’s needs, including tolerance of risk, approach to responsible investment and any other unique requirements.
Ian Burrows
Senior Investment Director
As a specialist charity investment manager, I aim to help Charities and other non-profit groups to make a difference. Primarily this is by providing strategic advice as well as the tailored management of their investments to generate income and/or capital and to achieve their financial goals. I believe that the best advice only comes after gaining a thorough understanding of each organisation’s needs, including tolerance of risk, approach to responsible investment and any other unique requirements.
Ian Burrows
Senior Investment Director
As a specialist charity investment manager, I aim to help Charities and other non-profit groups to make a difference. Primarily this is by providing strategic advice as well as the tailored management of their investments to generate income and/or capital and to achieve their financial goals. I believe that the best advice only comes after gaining a thorough understanding of each organisation’s needs, including tolerance of risk, approach to responsible investment and any other unique requirements.
Ian Burrows
Senior Investment Director
As a specialist charity investment manager, I aim to help Charities and other non-profit groups to make a difference. Primarily this is by providing strategic advice as well as the tailored management of their investments to generate income and/or capital and to achieve their financial goals. I believe that the best advice only comes after gaining a thorough understanding of each organisation’s needs, including tolerance of risk, approach to responsible investment and any other unique requirements.
Regional Charities specialists in Bournemouth
Hannah Dampney
Senior Investment Director
I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.
Hannah Dampney
Senior Investment Director
I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.
Alistair Cannings
Associate Investment Director
I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office.
Alistair Cannings
Associate Investment Director
I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office.
Hannah Dampney
Senior Investment Director
I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.
Hannah Dampney
Senior Investment Director
I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.
Alistair Cannings
Associate Investment Director
I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office.
Alistair Cannings
Associate Investment Director
I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office.
Hannah Dampney
Senior Investment Director
I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.
Alistair Cannings
Associate Investment Director
I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office.
Regional Charities specialists in Bristol
Sam Wright
Divisional Director, Head of Bristol office
My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I’m proud to lead an established team which is developing long-lasting roots in Bristol.
Sam Wright
Divisional Director, Head of Bristol office
My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I’m proud to lead an established team which is developing long-lasting roots in Bristol.
Matt Ellis
Senior Investment Director
I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.
Matt Ellis
Senior Investment Director
I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.
Dan Haustead
Associate Investment Manager
I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.
Dan Haustead
Associate Investment Manager
I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.
Sam Wright
Divisional Director, Head of Bristol office
My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I’m proud to lead an established team which is developing long-lasting roots in Bristol.
Sam Wright
Divisional Director, Head of Bristol office
My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I’m proud to lead an established team which is developing long-lasting roots in Bristol.
Matt Ellis
Senior Investment Director
I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.
Matt Ellis
Senior Investment Director
I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.
Dan Haustead
Associate Investment Manager
I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.
Dan Haustead
Associate Investment Manager
I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.
Sam Wright
Divisional Director, Head of Bristol office
My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I’m proud to lead an established team which is developing long-lasting roots in Bristol.
Matt Ellis
Senior Investment Director
I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.
Dan Haustead
Associate Investment Manager
I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.
Regional Charities specialists in Edinburgh
Nick Lanzl
Senior Investment Director
I am responsible for helping manage the financial affairs and assets of charities, entrepreneurs, professionals, private individuals, pensions, trusts and corporates. Understanding where a client is currently positioned, listening to what they are looking to achieve, formulating a strategy to achieve their objectives and consistently providing proactive advice and excellent service, all helps ensure client goals are being achieved successfully.
Nick Lanzl
Senior Investment Director
I am responsible for helping manage the financial affairs and assets of charities, entrepreneurs, professionals, private individuals, pensions, trusts and corporates. Understanding where a client is currently positioned, listening to what they are looking to achieve, formulating a strategy to achieve their objectives and consistently providing proactive advice and excellent service, all helps ensure client goals are being achieved successfully.
Gordon McAndrew
Senior Investment Director
My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.
Gordon McAndrew
Senior Investment Director
My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.
Christopher Morrow
Investment Director
My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust. I mostly specialise in providing investment advice for the older generation via SIPP's, ISA's, taxable and offshore bond portfolio's, and manage a diverse range of trust's on behalf of many families. In addition, I also provide bespoke charity portfolio management to trustees across the UK. To ensure the best possible outcome for my clients I work closely with financial planners and utilise Investec’s own in-house research team to identify suitable investment solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Christopher Morrow
Investment Director
My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust. I mostly specialise in providing investment advice for the older generation via SIPP's, ISA's, taxable and offshore bond portfolio's, and manage a diverse range of trust's on behalf of many families. In addition, I also provide bespoke charity portfolio management to trustees across the UK. To ensure the best possible outcome for my clients I work closely with financial planners and utilise Investec’s own in-house research team to identify suitable investment solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Nick Lanzl
Senior Investment Director
I am responsible for helping manage the financial affairs and assets of charities, entrepreneurs, professionals, private individuals, pensions, trusts and corporates. Understanding where a client is currently positioned, listening to what they are looking to achieve, formulating a strategy to achieve their objectives and consistently providing proactive advice and excellent service, all helps ensure client goals are being achieved successfully.
Nick Lanzl
Senior Investment Director
I am responsible for helping manage the financial affairs and assets of charities, entrepreneurs, professionals, private individuals, pensions, trusts and corporates. Understanding where a client is currently positioned, listening to what they are looking to achieve, formulating a strategy to achieve their objectives and consistently providing proactive advice and excellent service, all helps ensure client goals are being achieved successfully.
Gordon McAndrew
Senior Investment Director
My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.
Gordon McAndrew
Senior Investment Director
My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.
Christopher Morrow
Investment Director
My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust. I mostly specialise in providing investment advice for the older generation via SIPP's, ISA's, taxable and offshore bond portfolio's, and manage a diverse range of trust's on behalf of many families. In addition, I also provide bespoke charity portfolio management to trustees across the UK. To ensure the best possible outcome for my clients I work closely with financial planners and utilise Investec’s own in-house research team to identify suitable investment solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Christopher Morrow
Investment Director
My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust. I mostly specialise in providing investment advice for the older generation via SIPP's, ISA's, taxable and offshore bond portfolio's, and manage a diverse range of trust's on behalf of many families. In addition, I also provide bespoke charity portfolio management to trustees across the UK. To ensure the best possible outcome for my clients I work closely with financial planners and utilise Investec’s own in-house research team to identify suitable investment solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Nick Lanzl
Senior Investment Director
I am responsible for helping manage the financial affairs and assets of charities, entrepreneurs, professionals, private individuals, pensions, trusts and corporates. Understanding where a client is currently positioned, listening to what they are looking to achieve, formulating a strategy to achieve their objectives and consistently providing proactive advice and excellent service, all helps ensure client goals are being achieved successfully.
Gordon McAndrew
Senior Investment Director
My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.
Christopher Morrow
Investment Director
My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust. I mostly specialise in providing investment advice for the older generation via SIPP's, ISA's, taxable and offshore bond portfolio's, and manage a diverse range of trust's on behalf of many families. In addition, I also provide bespoke charity portfolio management to trustees across the UK. To ensure the best possible outcome for my clients I work closely with financial planners and utilise Investec’s own in-house research team to identify suitable investment solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Regional Charities specialists in Exeter
Michele Rogers
Divisional Director
As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!
Michele Rogers
Divisional Director
As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!
Ross Collinge
Investment Manager
I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.
Ross Collinge
Investment Manager
I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.
Michele Rogers
Divisional Director
As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!
Michele Rogers
Divisional Director
As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!
Ross Collinge
Investment Manager
I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.
Ross Collinge
Investment Manager
I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.
Michele Rogers
Divisional Director
As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!
Ross Collinge
Investment Manager
I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.
Regional Charities specialists in Glasgow
Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.
Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.
David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.
David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.
Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.
Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.
David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.
David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.
Clifford George
Senior Investment Director
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.
David Kerr
Senior Investment Director
I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.
Regional Charities specialists in Guildford
Tom Squire
Senior Investment Director
I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, onshore and offshore trusts, companies and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on risk tolerance and investment objectives.
Tom Squire
Senior Investment Director
I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, onshore and offshore trusts, companies and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on risk tolerance and investment objectives.
Fen Sung
Investment Director
I coordinate and implement the team's investment strategy across client investment portfolios. I actively engage in Investec's investment process and attend the central investment committees, working closely with collectives and direct equity research departments. My areas of expertise include discretionary fund management, ESG portfolio construction, thematic investing, healthcare, technology, smart materials and active vs passive Investing.
Fen Sung
Investment Director
I coordinate and implement the team's investment strategy across client investment portfolios. I actively engage in Investec's investment process and attend the central investment committees, working closely with collectives and direct equity research departments. My areas of expertise include discretionary fund management, ESG portfolio construction, thematic investing, healthcare, technology, smart materials and active vs passive Investing.
Tom Squire
Senior Investment Director
I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, onshore and offshore trusts, companies and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on risk tolerance and investment objectives.
Tom Squire
Senior Investment Director
I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, onshore and offshore trusts, companies and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on risk tolerance and investment objectives.
Fen Sung
Investment Director
I coordinate and implement the team's investment strategy across client investment portfolios. I actively engage in Investec's investment process and attend the central investment committees, working closely with collectives and direct equity research departments. My areas of expertise include discretionary fund management, ESG portfolio construction, thematic investing, healthcare, technology, smart materials and active vs passive Investing.
Fen Sung
Investment Director
I coordinate and implement the team's investment strategy across client investment portfolios. I actively engage in Investec's investment process and attend the central investment committees, working closely with collectives and direct equity research departments. My areas of expertise include discretionary fund management, ESG portfolio construction, thematic investing, healthcare, technology, smart materials and active vs passive Investing.
Tom Squire
Senior Investment Director
I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, onshore and offshore trusts, companies and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on risk tolerance and investment objectives.
Fen Sung
Investment Director
I coordinate and implement the team's investment strategy across client investment portfolios. I actively engage in Investec's investment process and attend the central investment committees, working closely with collectives and direct equity research departments. My areas of expertise include discretionary fund management, ESG portfolio construction, thematic investing, healthcare, technology, smart materials and active vs passive Investing.
Regional Charities specialists in Leeds
Laura Park
Investment Director
I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore and trust investment portfolios.
Laura Park
Investment Director
I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore and trust investment portfolios.
Elizabeth Beeby
Senior Investment Director
I’m responsible for the day-to-day management of portfolios for private individuals, private limited companies, trusts, charities and pension clients. I have a particular interest in environmental, social and governance (ESG) considerations within investment management and manage a number of bespoke portfolios for clients with specific ethical preferences. I also actively engage in the Group’s investment process, sitting on the Equity Collectives Committee.
Elizabeth Beeby
Senior Investment Director
I’m responsible for the day-to-day management of portfolios for private individuals, private limited companies, trusts, charities and pension clients. I have a particular interest in environmental, social and governance (ESG) considerations within investment management and manage a number of bespoke portfolios for clients with specific ethical preferences. I also actively engage in the Group’s investment process, sitting on the Equity Collectives Committee.
Laura Park
Investment Director
I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore and trust investment portfolios.
Laura Park
Investment Director
I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore and trust investment portfolios.
Elizabeth Beeby
Senior Investment Director
I’m responsible for the day-to-day management of portfolios for private individuals, private limited companies, trusts, charities and pension clients. I have a particular interest in environmental, social and governance (ESG) considerations within investment management and manage a number of bespoke portfolios for clients with specific ethical preferences. I also actively engage in the Group’s investment process, sitting on the Equity Collectives Committee.
Elizabeth Beeby
Senior Investment Director
I’m responsible for the day-to-day management of portfolios for private individuals, private limited companies, trusts, charities and pension clients. I have a particular interest in environmental, social and governance (ESG) considerations within investment management and manage a number of bespoke portfolios for clients with specific ethical preferences. I also actively engage in the Group’s investment process, sitting on the Equity Collectives Committee.
Laura Park
Investment Director
I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore and trust investment portfolios.
Elizabeth Beeby
Senior Investment Director
I’m responsible for the day-to-day management of portfolios for private individuals, private limited companies, trusts, charities and pension clients. I have a particular interest in environmental, social and governance (ESG) considerations within investment management and manage a number of bespoke portfolios for clients with specific ethical preferences. I also actively engage in the Group’s investment process, sitting on the Equity Collectives Committee.
Regional Charities specialists in Liverpool
David Owen
Senior Investment Director
My main focus is on building strong, client-centric relationships. I specialise in working with a number of charities, overseeing their investments and relationships, and working closely with Boards to ensure that investments and governance are well-structured. I also work with high net worth private clients and their families, ensuring that investments are diverse, well-structured and tax efficient. To help achieve the client's objectives I draw upon a wide range of knowledge and expertise from within the Liverpool team and the broader Investec group. I also work closely with a range of other professional advisers and trustees to assist them in structuring investments in a diverse and disciplined manner.
David Owen
Senior Investment Director
My main focus is on building strong, client-centric relationships. I specialise in working with a number of charities, overseeing their investments and relationships, and working closely with Boards to ensure that investments and governance are well-structured. I also work with high net worth private clients and their families, ensuring that investments are diverse, well-structured and tax efficient. To help achieve the client's objectives I draw upon a wide range of knowledge and expertise from within the Liverpool team and the broader Investec group. I also work closely with a range of other professional advisers and trustees to assist them in structuring investments in a diverse and disciplined manner.
