Edinburgh Office Team

My role is to manage portfolios on behalf of individuals, charities, trusts and pension schemes. I am backed by an experienced investment team and support staff.

As a Financial Planning Director, my priority is to help my clients achieve their financial goals. The starting point in this journey is to understand their current position, requirements and financial objectives, and then in partnership I help them to build a tailored financial plan that suits their present and future needs. I specialise in all aspects of financial planning including pension and retirement saving strategies, tax efficient structures, the structure of retirement income, inheritance tax planning and protection planning. To ensure the best possible outcome for my clients I work closely with Investment Managers and Investec’s in-house research team to identify suitable and appropriate solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.

As a Portfolio Manager, I work closely with other Investment Managers, Investec’s in-house research teams as well as external fund managers to identify investment opportunities, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.

To support advisers when building their investment proposition.

As an Investment Director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored portfolio that suits their present and future needs. I mostly specialise in providing Investment advice to private clients for their personal portfolios, their pensions and their trusts. I also manage investment portfolios for several charities. To ensure the best possible outcome for my clients I work closely with our Financial Planners and Investec's in-house research team to ensure their investments are structured in the most tax-efficient manner to suit their needs, and provide investment portfolios that will deliver for them over the years.

I focus on the discretionary management of individual clients, trusts and charities. As well as managing my own clients, I work closely with the executive director to take care of the day-to-day management of our wider client base. My priority is to understand the specific needs of my clients, allowing me to deliver the most suitable range of investment options to them.

I specialise in managing discretionary investment portfolios for a range of clients including independent financial advisers, private individuals, investment bonds, pension funds and trusts. My day-to-day role involves constructing, managing and regularly reviewing client portfolios to ensure that they maximise my client's chosen objectives and meet their attitude to risk. I work closely with our research department to select appropriate investments from thoroughly researched ideas in conjunction with my own knowledge, style and investment philosophy. Finally, I regularly meet the companies and funds in which we invest and I enjoy debating with colleagues about investment markets.

I manage assets on behalf of private individuals, trusts, charities and personal pension schemes.

As a Senior Investment Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a bespoke investment portfolio that suits their present and future needs. I aim to establish long term relationships by providing suitable investment advice for clients, intermediaries and trustees alike. This is achieved by ensuring flexibility and implementing the correct strategy through the portfolios together with regular contact my clients. To ensure the best possible outcome for my clients I work closely with my experienced colleagues, Financial Planners and Investec’s in-house research team to identify suitable solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.

As a senior financial planning director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I have a particular focus on pre and post retirement planning strategies and inheritance tax planning options. To ensure the best possible outcome for my clients I work closely with investment managers and Investec’s in-house research team to identify suitable retirement solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.   

I manage portfolios on behalf of individuals, trusts and charities, along with corporate and personal pension schemes.

The best part of my job is getting to know people from different backgrounds and with a variety of aims and aspirations for themselves and their families. I can help them achieve their financial goals from funding school fees to planning for retirement and everything in between. I also do a monthly slot on the BBC where I discuss companies and markets – this is interesting and terrifying in equal measure.

My priority is helping my clients achieve their financial goals by understanding their current position, requirements and financial objectives, in order to create and manage a tailored investment portfolio that suits their present and future needs. I mostly specialise in providing investment advice, building bespoke portfolios with the best blend of different types of investment asset, to deliver achievable returns within the client's tolerance for volatility. I work closely with the client's trusted professionals to ensure there is a joined up strategy for all their financial needs and objectives.

I am responsible for helping manage the financial affairs and assets of charities, entrepreneurs, professionals, private individuals, pensions, trusts and corporates. Understanding where a client is currently positioned, listening to what they are looking to achieve, formulating a strategy to achieve their objectives and consistently providing proactive advice and excellent service, all helps ensure client goals are being achieved successfully.

My role as an investment manager is to help clients reach their objectives via their investment portfolios, be it helping them to grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, pensions and other tax friendly vehicles, such as trusts and charities. I take great pleasure in taking clients through the investment journey and ultimately achieving their goals. 

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec’s extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. In addition to actively managing the portfolios, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.

I specialise in managing investment portfolios for individuals, trusts including personal injury trusts, pension funds and charities. I also work closely with professional trustees and solicitors in providing investment management services to their clients.

I manage portfolios for private clients, trusts and charities. With the client at the centre of our business, my focus is on establishing good relationships to understand their circumstances and requirements, applying the guidance of our research team to create a portfolio and investment strategy that reflects these. I actively take part in business initiatives as we continually look to improve our service for the benefit of our clients. 

My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.

My priority is to create investment portfolios which are tailored to suit my clients' needs and meet their investment aims. I help build a tailored investment solution based on their current position, financial goals and future requirements. I also work closely with Investec’s financial planning team who can provide advice surrounding pension options, retirement planning, inheritance tax planning and life insurance, to provide the best possible solution for my clients. The majority of my relationships are with private clients but I also manage investment portfolios for trusts, charities and personal pensions.  

In my role as an Investment director my key objectives are managing portfolios for individuals, trusts, personal pensions and charities both for private clients and on behalf of intermediaries.  

My priority is to design and manage suitable investment portfolios to match my clients' risk profiles and objectives. I help them build an investment solution which takes into account their current position and financial goals and will best suit their present and future needs. I work in partnership with financial planners who specialise in providing advice regarding pension options, retirement planning and inheritance tax planning. In addition, I lead a team of six investment and administrative staff who all assist clients in achieving their objectives.

My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust. I mostly specialise in providing investment advice for the older generation via SIPP's, ISA's, taxable and offshore bond portfolio's, and manage a diverse range of trust's on behalf of many families. In addition, I also provide bespoke charity portfolio management to trustees across the UK. To ensure the best possible outcome for my clients I work closely with financial planners and utilise Investec’s own in-house research team to identify suitable investment solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.

I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.

My priority is to help my clients achieve their financial goals. I am responsible for managing their investment portfolios in a way which best meets their objectives, be it helping them grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, personal pensions and other tax friendly vehicles, such as trusts and charities. I also sit on the Edinburgh Management Committee and lead one of the Edinburgh investment teams.

Whether working with intermediaries and their clients or direct private clients, I strive to ensure that portfolios are managed to the highest possible standard matching clients' risk profiles, objectives and time frames. I have built and manage a team of investment professionals within the Edinburgh office, who are equally qualified and dedicated to ensure that client investment objectives are delivered.         

My priority is to look after my clients investment needs, in mind of their overall financial circumstances and objectives, taking on the day-to-day responsibility for the management of their investments. By ensuring their attitude to risk is considered alongside the aims for the funds invested, I can help devise a suitable investment strategy tailor-made for their requirements and manage their portfolio within the agreed parameters. This can often involve working closely with a client's existing advisors. Through detailed discussions and working in partnership with the adviser, I am able to position their investments appropriately using the strength of our research capabilities and expertise. My responsibilities extend across a wide spectrum of clients from individuals and pension funds, to trusts and a number of charity accounts.

I am Divisional Director and lead the region of Scotland and Northern Ireland.  I also manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.