London Office Team

George Carbutt

Divisional Director

I lead a team of seven fund managers whose main role is to run investment portfolios for private clients, their pensions and trusts. My particular expertise is in managing portfolios for high-net-worth individuals and families, with a focus on the interaction of personal assets, Self-Invested Pension Plans/pension assets and inheritance tax planning wrappers.

Alex Charalambous

Regional Head & Director of Private Clients for the South

I have the pleasure and responsibility to lead the South region for Investec Wealth & Investment, which includes our London, Guildford, Bournemouth, Exeter, Bristol and Cheltenham offices.

I am accountable for ensuring the teams always put our clients at the centre of everything that we do, which involves taking the time to understand what our clients truly value and then delivering a service to not only meet these needs, but exceed them.

A priority of mine is to ensure that our teams feel valued, respected and empowered, creating an enjoyable workplace for all.

Stephen Charnley

Senior Financial Planning Director

I advises private individuals on all aspects of financial planning, including pensions, investment structuring and tax planning.

Tom Cheesman

Trainee Investment Manager

I am a trainee investment manager within the court of protection and personal injury team who specialise in managing investment portfolios for people who are under the control of the Court of Protection or who have a personal injury trust, either as a result of illness or when a brain or other serious injury has led to a damages award.

Jamie Cox

Senior Investment Director

I work as an investment director with Investec Wealth & Investment.

Tom Cross

Investment Director

As an investment director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and investment objectives, I build a bespoke investment portfolio that suits their present and future needs. I specialise in private client, pension, charity and trust investment management, and work closely with my financial planning colleagues where appropriate, to ensure a holistic service is provided. Having a legal background, I tend to favour finding tax efficient solutions for my clients, which can help increase returns over the long term. To ensure the best possible outcome for my clients I work closely with our in-house research team to identify suitable investments for client portfolios that will deliver for them over the years.   

Nicholas Darke

Divisional Director

I look after a wide variety of international and domestic clients on an advisory or discretionary basis. My clients have a diverse range of mandates, typically investing with an international multi asset approach. I am well versed in cross border issues and invest through trusts, companies, pension funds and personal portfolios.

Nicholas Dawson Paul

Divisional Director - Wealth Planning

I manage multi-asset portfolios and provide broader financial planning advice as part of our Wealth Planning service to a range of high net worth families, trusts and charities. Focusing on each client’s unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time. The strategy that is agreed upon is kept under regular review and adapted as individual circumstances and the investment environment evolve.

Stuart Day

Investment Manager

I work with my clients to construct investment portfolios that meet their specific requirements and are suited to their individual circumstances. I recognise that no two clients' circumstances are the same and as a result I engage with people to fully understand what they are trying to achieve, so that I can provide a bespoke service, tailored to their specific requirements and adapted over time as may be required. I specialise in bespoke discretionary management of multi asset client portfolios on behalf of individuals, trusts, corporations and pension funds. In addition to working with private clients I also work with intermediaries, collaborating together to deliver their clients' investment objectives.

James de Broë-Ferguson

Senior Investment Director

I specialise in managing predominantly discretionary portfolios on behalf of private individuals, their pensions, trust, charities and private family unit trusts. I have a total return philosophy of both capital preservation and growth in real terms through global multi-asset class investment.

Tara-Beth Donnelly

Investment Manager

Alongside a team of senior investment directors, I manage assets on behalf of private individuals, trusts, charities, IFA clients and pension schemes.

Andrew Dunning

Associate Investment Manager

With my team, I manage portfolios for a range of private individuals, trusts and charities. I specialise in portfolio construction and asset selection to assist clients with meeting their specific investment objectives.

Matt Ellis

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.

Guy Ellison

Head of UK Equities

I am part of the research team, with responsibility for our coverage of direct UK equities. Specifically, I cover the travel and leisure, support services, aerospace and defence, utilities and beverages sectors. I have an interest in ESG investing, and helped develop our ESG analysis of direct equities. I also Chair Investec's committees responsible for UK Stock Selection and Equity Corporate Governance, and I am a member of the International Stock Selection and Investment Committees.   

Tom Foster

Senior Investment Director

Within the international team, I’m responsible for managing a range of bespoke multicurrency portfolios including dollar, euro and sterling strategies. I have a particular focus on our South African business as well as managing a number of UK-based clients, including an IFA discretionary service.

Dougal Fraser

Divisional Director

I specialise in managing investment portfolios for families, personal pensions, trusts and charities. I thoroughly enjoy meeting my clients either at our offices or at their homes on a regular basis and forming very warm and strong relationships with each of them over time. To offer a personal and dedicated service, I understand the needs of each client putting them first, and I take an active interest in the management of the capital so my clients understand who makes the decisions on their behalf.

James Fraser-Sampson

Investment Manager

I manage discretionary multi-currency (GBP, USD & EUR) portfolios for both UK and internationally based private and financial adviser referred clients. These portfolios are multi-asset class and the weightings to each are dependant on the client's risk appetite, overall financial circumstances and long-term financial objectives. The currency selected to focus the portfolio's investments towards will usually depend on the currency in which the majority of the client's future liabilities lie.

Esther Gilbert

Fixed Income Analyst

I work in the fixed income team and am primarily responsible for third party fund selection.

Paul Gilbert

Senior Investment Director

My role is to help my clients achieve their financial goals by working with them to develop and manage bespoke portfolios, which are tailored to their evolving requirements. My clients include private individuals, trusts, pension schemes and corporates. In addition to my portfolio management role, I also sit on two of Investec's key committees which guide and oversee our investment process.        

Teasie Glass

Senior Investment Administrator

I support and work closely with a small team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests. Additionally, I liaise with clients and IFAs directly to build, develop and maintain relationships in conjunction with the team.

Hannah Goody

Director - Wealth Planning

My priority is assisting clients in meeting the objectives set for their portfolios, whist keeping the volatility of their investments at a level that they are comfortable with. I aim to keep clients assured that they will have the funds they need available when they require it, by building a good relationship and understanding their financial circumstances. I work with private clients, IFA’s and trustees, managing a wide range of portfolios including general investment accounts, ISA’s, SIPP’s, offshore bonds and trusts. I work in a large team in the London office where, over time, we have developed a disciplined investment process that provides a solid foundation for a bespoke offering to clients.

Adam Greaves

Investment Director

I am one of the investment directors managing the alternative investment market (AIM) and inheritance tax (IHT) investment plans for our clients. I have a wealth of experience in managing all asset classes with a specific focus on equity through direct share investing. I bring a financial analysis through a quantitative tools angle to ensure that we only invest in the best companies within our AIM/IHT plan.