Bristol Office Team

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.

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.

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.

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 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.

As a Senior Investment Director, my role is to look after the investments for a number of private clients and aim to deliver a high level of investment expertise that our clients can rely on. 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.