Meet our Charities team

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.

Rhyanna Walton

Senior Investment Director

I am an Senior 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.

Sabina Khan

Senior Investment Director

I am a senior investment director, working in our specialist charities team based in London. I provide bespoke investment advice and management to a diverse group of charity clients, working closely with Trustees to create portfolios tailored to meet their objectives. I am passionate about sustainability and am a member of our environmental research group as well as sitting on our Collectives investment committee.

Andrew Maxwell

Investment Director

Within our specialist Charities team I work as an Investment Director providing advice and portfolio management for charities and not-for-profit organisations. I am involved in the firms wider investment process through the Responsible Investment Committee, integrating sustainability throughout the group.

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.

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

Investment Director

I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, with a specific focus on Global Direct equity portfolios.

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 Director

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.

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.

Stuart Ralph

Senior Investment Director

As a dedicated investment professional, my unwavering commitment is to maintain portfolios at the highest possible standard, aligning them meticulously with clients' risk profiles, objectives, and time frames. To achieve this, I work closely with a team of investment professionals based in our Edinburgh office, all of whom share my passion for delivering on client investment objectives. My paramount focus revolves around catering to my clients' investment needs while keeping a keen eye on their broader financial circumstances and objectives. I assume day-to-day responsibility for the management of their investments, considering their risk tolerance alongside their investment goals to craft a bespoke investment strategy that precisely suits their requirements, all while adhering to agreed-upon parameters. This is underpinned by strong relationships and close collaboration with clients and their advisors. My responsibilities span a diverse clientele, encompassing individuals, pension funds, trusts, and several charitable accounts.

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.

Fen Sung

Senior Investment Director

Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.

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.

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.    

Aled Jones

Senior Investment Director

As part of the fund management team, I have discretionary investment management responsibilities for a range of client portfolios. I have a particular focus on implementing investment strategies for charities, where I construct and manage bespoke portfolios to meet each charity's individual requirements. I also work closely with colleagues in the research team to identify suitable investments for inclusion in portfolios, which ensures the best possible outcomes for my clients. In addition to my investment management responsibilities, I am involved with the firm's overall investment process through memberships of the Fixed Interest Investment Selection Committee and the Equity Corporate Governance Committee.

Charlie Palin

Investment Director

My role is help clients realise their financial goals. Often working alongside my financial planning colleagues, I create structured and tailored portfolios unique to every client and their individual goals and objectives. This involves working with a broad range of clients, each with different circumstances and objectives for the future. The topic of ethical investing or screening investments for certain negative (or positive) factors has become increasingly popular with my clients, especially charities, and this, alongside ESG (Environmental, Social, Governance) investing and analysis, has become a particular area of interest for me over recent years and months. Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond. In addition to my investment management responsibilities, I also sit on the Investec's Structured Product Investment Committee.

Oliver Hall

Investment Director

My focus is helping clients to look after their assets by building portfolios of investments to suit their needs. I work with a range of clients from private individuals to trusts and charities. A large part of my role is to understand clients’ circumstances, their requirements and financial objectives. In doing so I can help them to build a tailored investment portfolio to match their present and future needs. This can range from producing additional income in retirement to focusing on long-term growth for the next generation. To provide an all-encompassing solution for clients I also work alongside our financial planning team who specialise in providing financial planning advice on areas such as retirement planning, tax planning (including inheritance tax) and life-stage planning.