Bristol Office Team

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.

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.

Emma Russell

Associate Investment Manager

My role focuses on delivering bespoke portfolio management and a high quality service to our clients and their advisers. As a team we manage investment portfolios on behalf of private clients, trusts, charities and corporates. Getting to know the clients and understanding their objectives allows us to create portfolios which will support them for the long term.

Carl Tremlin

Financial Planning Director

I am responsible for delivering financial planning and structuring advice to new and existing clients - typically those with more complex affairs.

Working closely with legal and tax professionals, I specialise in tax-efficient investing, retirement planning and Inheritance Tax planning strategies. 

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.