Belfast Office Team

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.

Paul Kerr

Paraplanner

I work within the financial planning team in Belfast which specialises in all aspects of financial planning and wealth management for clients. I assist my team with technical research and I write recommendation reports specific to each client's individual needs and financial objectives.

Nicola McMurray

Investment Director

My priority is to understand my clients’ current situation, what they are looking to achieve from their investments, the level of risk they are comfortable taking and their investment time frame, in order to construct and actively manage a portfolio of investments to help achieve their financial goals. I predominantly specialise in bespoke discretionary portfolio management for private clients, corporate clients, trusts, pensions and charities. I work closely with both our in-house financial planners and external financial advisers, solicitors and accountants, utilising tax efficient options such as ISAs, SIPPs, Bonds and IHT planning portfolios, where appropriate, as part of an overall wealth management strategy.      

Lavina Moore

Senior Investment Director

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme. 

Adrian O'Neill

Senior Investment Director

As senior investment director at Investec, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients. I manage both UK and global investors, as well as having clients all over the world which enables me to offer solutions to clients in a number of different currencies.

Peter Rainey

Investment Director

I manage investment portfolios for private clients and trusts, corporate clients and other investment structures.

Julie Reilly

Business Development Director

I am responsible for developing relationships with Financial Intermediaries, including Solicitors and Accountants, understanding their clients' investment objectives and providing planning ideas to ensure they are met. I balance my time between running face to face meetings, presentations, client meetings, webinars and events in Northern Ireland and in the Isle of Man.

I am delighted to be part of a large team in the Belfast office to promote the awareness of Investec Wealth and Investment's - Bespoke DFM offering:

• AIM IHT Portfolio (including AIM IHT ISA) service
• MPS on Platforms
• Structured Product Service
• Banking Services, such as Portfolio Lending and FX

Joe Robinson

Senior Financial Planning Director

As well as managing the Financial Planning department within the Belfast office, I advise clients on their retirement planning opportunities through the use of tax efficient vehicles to encompass personal pensions, SIPPs and drawdown plans. I also advise clients and their families on inheritance tax mitigation strategies to pass wealth down the next generation. By combining my experiences in the areas of retirement and estate planning, I can tailor a bespoke tax and investment portfolio to meet client objectives, and utilise the in-house discretionary fund management services to maximise returns.    

Leigh Yeaman

Divisional Director

I am the Head of the Belfast office and I also manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.