Bristol Office Team

I am a Divisional Director managing our Bristol office.

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.

As a Senior Investment Director, my role is to steward the investments for a number of private clients. We aim to deliver a high level of investment expertise as well as strong service levels that our clients can rely on. I split my time between the London and Bristol offices of Investec, meeting and helping clients with their investment goals.

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.

I currently provide support for Miles Nesbitt, assisting primarily with the portfolio management function. I have experience managing investments for a wide range of clients including high-net-worth individuals, pensions, charities and offshore bonds. I also work closely with our IFA relationships, helping to provide a number of services crucial to the discretionary fund management proposition. 

I work alongside a Senior Investment Director covering a wide range of clients including high-net-worth individuals, pensions, ISAs, bond portfolios, charities and corporate clients.

I work closely with our Investment Directors and liaise with professional advisers, accountants and solicitors to provide tailored investment solutions for clients. I build and manage long-term relationships with mutually beneficial outcomes. Working with third party professionals, I look to tailor our solutions around their client needs.