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Bristol Office Team
Investec Wealth & Investment
The team here in Bristol have a wealth of experience and work closely with individuals, as well as local solicitors, accountants and IFAs. Our job is to offer you a service of the highest possible standard, delivered by high calibre people with expertise and integrity. It is as simple as that.
Will Bragg
Investment Manager
I work alongside Senior Investment Directors, helping to manage investments on behalf of private clients, trusts, charities and professional advisers. I work diligently with clients to achieve long term financial objectives. I have a keen interest in social and environmental impact investing and sustainable investment portfolios.
Will Bragg
Investment Manager
I work alongside Senior Investment Directors, helping to manage investments on behalf of private clients, trusts, charities and professional advisers. I work diligently with clients to achieve long term financial objectives. I have a keen interest in social and environmental impact investing and sustainable investment portfolios.
Kira Caldwell
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries.
Kira Caldwell
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries.
Tom Clark
Associate Investment Manager
I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.
Tom Clark
Associate Investment Manager
I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.
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.
Jordan Free
Investment Manager
Working with private clients, trusts, charities and clients of intermediaries my role is to develop an investment solution that meets the client's financial objectives whilst maintaining a level of risk the client is comfortable with. I facilitate the implementation of the portfolio and manage the ongoing relationship, ensuring the portfolio is always aligned with the needs of the client.
Jordan Free
Investment Manager
Working with private clients, trusts, charities and clients of intermediaries my role is to develop an investment solution that meets the client's financial objectives whilst maintaining a level of risk the client is comfortable with. I facilitate the implementation of the portfolio and manage the ongoing relationship, ensuring the portfolio is always aligned with the needs of the client.
Tom Freedman
Senior Investment Director
I manage investment portfolios on behalf of private individuals, IFAs, trusts, personal pensions and small charities. Alongside traditional investment portfolios, I have a keen interest in Socially Responsible Investment (SRI) and Thematic Investment solutions.
Tom Freedman
Senior Investment Director
I manage investment portfolios on behalf of private individuals, IFAs, trusts, personal pensions and small charities. Alongside traditional investment portfolios, I have a keen interest in Socially Responsible Investment (SRI) and Thematic Investment solutions.
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.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
Will Mortimore
Investment Adminsitrator
As an Investment Administrator, I work closely with our investment management team to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role deals with all aspects of administration from account opening to liaising directly with clients and third parties. I have a real passion for investment management and focus on providing a high level of service to all our clients.
Will Mortimore
Investment Adminsitrator
As an Investment Administrator, I work closely with our investment management team to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role deals with all aspects of administration from account opening to liaising directly with clients and third parties. I have a real passion for investment management and focus on providing a high level of service to all our clients.
Miles Nesbitt
Senior Investment Director
I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec’s in-house research and are tailored to meet the individual needs of my clients.
Miles Nesbitt
Senior Investment Director
I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec’s in-house research and are tailored to meet the individual needs of my clients.
Nigel Nuer
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries. This covers a range of clients, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. I seek to always upskill my service through exams and research to stay on the edge of recent news and it's potential affect on the wealth of clients. The job involves analytical skills and attention to detail, but as well as this, relationship is the key. Building trusted relationships is my aim with whoever I assist in this line of service.
Nigel Nuer
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries. This covers a range of clients, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. I seek to always upskill my service through exams and research to stay on the edge of recent news and it's potential affect on the wealth of clients. The job involves analytical skills and attention to detail, but as well as this, relationship is the key. Building trusted relationships is my aim with whoever I assist in this line of service.
Emma Russell
Investment Manager
I have completed CISI Chartered Wealth Manager Qualification and also hold the CISI Investment Advice Diploma. I graduated from University of Southampton with a psychology degree and have worked in client facing roles across previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable for my development.
Emma Russell
Investment Manager
I have completed CISI Chartered Wealth Manager Qualification and also hold the CISI Investment Advice Diploma. I graduated from University of Southampton with a psychology degree and have worked in client facing roles across previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable for my development.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
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.
Will Bragg
Investment Manager
I work alongside Senior Investment Directors, helping to manage investments on behalf of private clients, trusts, charities and professional advisers. I work diligently with clients to achieve long term financial objectives. I have a keen interest in social and environmental impact investing and sustainable investment portfolios.
Will Bragg
Investment Manager
I work alongside Senior Investment Directors, helping to manage investments on behalf of private clients, trusts, charities and professional advisers. I work diligently with clients to achieve long term financial objectives. I have a keen interest in social and environmental impact investing and sustainable investment portfolios.
Kira Caldwell
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries.
Kira Caldwell
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries.
Tom Clark
Associate Investment Manager
I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.
Tom Clark
Associate Investment Manager
I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.
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.
Jordan Free
Investment Manager
Working with private clients, trusts, charities and clients of intermediaries my role is to develop an investment solution that meets the client's financial objectives whilst maintaining a level of risk the client is comfortable with. I facilitate the implementation of the portfolio and manage the ongoing relationship, ensuring the portfolio is always aligned with the needs of the client.
Jordan Free
Investment Manager
Working with private clients, trusts, charities and clients of intermediaries my role is to develop an investment solution that meets the client's financial objectives whilst maintaining a level of risk the client is comfortable with. I facilitate the implementation of the portfolio and manage the ongoing relationship, ensuring the portfolio is always aligned with the needs of the client.
Tom Freedman
Senior Investment Director
I manage investment portfolios on behalf of private individuals, IFAs, trusts, personal pensions and small charities. Alongside traditional investment portfolios, I have a keen interest in Socially Responsible Investment (SRI) and Thematic Investment solutions.
Tom Freedman
Senior Investment Director
I manage investment portfolios on behalf of private individuals, IFAs, trusts, personal pensions and small charities. Alongside traditional investment portfolios, I have a keen interest in Socially Responsible Investment (SRI) and Thematic Investment solutions.
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.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
Will Mortimore
Investment Adminsitrator
As an Investment Administrator, I work closely with our investment management team to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role deals with all aspects of administration from account opening to liaising directly with clients and third parties. I have a real passion for investment management and focus on providing a high level of service to all our clients.
Will Mortimore
Investment Adminsitrator
As an Investment Administrator, I work closely with our investment management team to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role deals with all aspects of administration from account opening to liaising directly with clients and third parties. I have a real passion for investment management and focus on providing a high level of service to all our clients.
Miles Nesbitt
Senior Investment Director
I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec’s in-house research and are tailored to meet the individual needs of my clients.
Miles Nesbitt
Senior Investment Director
I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec’s in-house research and are tailored to meet the individual needs of my clients.
Nigel Nuer
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries. This covers a range of clients, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. I seek to always upskill my service through exams and research to stay on the edge of recent news and it's potential affect on the wealth of clients. The job involves analytical skills and attention to detail, but as well as this, relationship is the key. Building trusted relationships is my aim with whoever I assist in this line of service.
Nigel Nuer
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries. This covers a range of clients, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. I seek to always upskill my service through exams and research to stay on the edge of recent news and it's potential affect on the wealth of clients. The job involves analytical skills and attention to detail, but as well as this, relationship is the key. Building trusted relationships is my aim with whoever I assist in this line of service.
Emma Russell
Investment Manager
I have completed CISI Chartered Wealth Manager Qualification and also hold the CISI Investment Advice Diploma. I graduated from University of Southampton with a psychology degree and have worked in client facing roles across previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable for my development.
Emma Russell
Investment Manager
I have completed CISI Chartered Wealth Manager Qualification and also hold the CISI Investment Advice Diploma. I graduated from University of Southampton with a psychology degree and have worked in client facing roles across previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable for my development.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
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.
Will Bragg
Investment Manager
I work alongside Senior Investment Directors, helping to manage investments on behalf of private clients, trusts, charities and professional advisers. I work diligently with clients to achieve long term financial objectives. I have a keen interest in social and environmental impact investing and sustainable investment portfolios.
Kira Caldwell
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries.
Tom Clark
Associate Investment Manager
I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.
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.
Jordan Free
Investment Manager
Working with private clients, trusts, charities and clients of intermediaries my role is to develop an investment solution that meets the client's financial objectives whilst maintaining a level of risk the client is comfortable with. I facilitate the implementation of the portfolio and manage the ongoing relationship, ensuring the portfolio is always aligned with the needs of the client.
Tom Freedman
Senior Investment Director
I manage investment portfolios on behalf of private individuals, IFAs, trusts, personal pensions and small charities. Alongside traditional investment portfolios, I have a keen interest in Socially Responsible Investment (SRI) and Thematic Investment solutions.
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.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
Will Mortimore
Investment Adminsitrator
As an Investment Administrator, I work closely with our investment management team to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role deals with all aspects of administration from account opening to liaising directly with clients and third parties. I have a real passion for investment management and focus on providing a high level of service to all our clients.
Miles Nesbitt
Senior Investment Director
I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec’s in-house research and are tailored to meet the individual needs of my clients.
Nigel Nuer
Trainee Investment Manager
As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries. This covers a range of clients, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. I seek to always upskill my service through exams and research to stay on the edge of recent news and it's potential affect on the wealth of clients. The job involves analytical skills and attention to detail, but as well as this, relationship is the key. Building trusted relationships is my aim with whoever I assist in this line of service.
Emma Russell
Investment Manager
I have completed CISI Chartered Wealth Manager Qualification and also hold the CISI Investment Advice Diploma. I graduated from University of Southampton with a psychology degree and have worked in client facing roles across previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable for my development.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
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.
Important information
The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment.