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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.
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.
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.
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
Associate 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.
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.
Jordan Free
Associate 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.
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.
Andrew Theban
Investment Manager
I help clients and intermediaries navigate financial markets by constructing bespoke investment portfolios. A client's circumstances, objectives, attitude to risk and knowledge are all different, so I tailor my service to suit their needs. I work with all types of clients, including; high net worth individuals and their families, charities, trusts, pension funds and companies.
Carl Tremlin
Financial Planning Director
Based in Bristol, 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.
Andrew Theban
Investment Manager
I help clients and intermediaries navigate financial markets by constructing bespoke investment portfolios. A client's circumstances, objectives, attitude to risk and knowledge are all different, so I tailor my service to suit their needs. I work with all types of clients, including; high net worth individuals and their families, charities, trusts, pension funds and companies.
Carl Tremlin
Financial Planning Director
Based in Bristol, 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
Senior Investment Director, Office Head
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
Senior Investment Director, Office Head
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.