Dan Hall

Senior Director - Wealth Planning

I provide advice and investment management for high net worth families, small businesses and trusts, with specific focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with business owners or other equity holders, on the personal wealth implications of selling a business. 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 working towards pre-agreed long term goals.

Rory Harding

Associate Investment Director

I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, trusts and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on your aims and objectives, looking to see exactly what has to be achieved within the suitable parameters. There are many different options available at any given time and identifying which fits best each scenario is hugely important, not only at that point in time, but also for the different phases of life that are to come.

Susanne Hartmann

Research Analyst

I am part of the Collectives Research team within the Investment & Research Office where I am the primary fund analyst for long-only global equity funds, including diversified global thematic strategies. I aim to have a healthy mix in terms of investment styles when it comes to our Global Equity offering. Having the ability to invest in Thematics gives us access to highly dynamic and innovative parts of the market. From the Energy Transition, to Ageing & Lifestyle, Smart Manufacturing, Sustainable Food and the Circular Economy, our preferred strategies have exposure to a multitude of themes which allows them to be sufficiently diversified so they do not have to take binary sector bets. Thematic strategies also often give us exposure to companies with products and services that have positive environmental and/or societal benefits, hence contributing to the firm’s wider sustainability agenda and also enabling our clients to invest more sustainably.

Jo Hayman

Investment Director

I manage bespoke portfolios for high-net-worth UK and non-domiciled individuals, pension funds and family trusts on a discretionary and advisory basis. I am also a Voting Member of the Portfolio Solutions Committee.

Luke Hesketh

Associate Investment Manager

My priority is delivering a bespoke portfolio management service for clients and their advisers. My team manages a wide range of multi-asset investment portfolios on behalf of individuals, families and institutions. We manage both onshore and offshore portfolios, including trusts, corporate funds, charities, pension funds, and other investment structures. We work closely with our clients to understand their financial objectives and build tailored portfolios that meet their present and future needs.

John Hildebrand

Senior Investment Director

As a specialist on the Charities Team I aim to produce a solution that best meets my clients’ objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.

Chris Hills

Chief Investment Consul

I am a member of our Global Investment Strategy Group and of the Asset Allocation Committee for the UK arm of the business.  I remain heavily involved in our security selection for real estate and infrastructure.  I'm also a member of our Corporate Governance Groups for both equities and investment companies and am responsible for our relationships with external research suppliers.  I provide advice to portfolio managers and their clients on appropriate benchmarks and asset allocation ranges to help meet their needs.

Dylan Hobson

Investment Manager

I specialise in managing bespoke multi-currency portfolios including dollar, euro and sterling strategies. The most important part of my job is understanding my clients emotions and their behaviour as these factors are critical to establishing a long-term investment plan that will benefit everyone over the years.

Tom Holbrook

Investment Director

I am an investment manager within the Charities Team helping a number of organisations within the not-for-profit sector. I liaise directly with clients to understand their needs and build portfolios that help their organisations achieve their longer-term ambitions on behalf of their beneficiaries. I work closely with our research team to create bespoke portfolios that deliver clients’ investment needs in the context of their differing values and ethical views. I have an interest in responsible investment, looking at the Environmental, Social and Governance issues affecting our portfolios.

William Hough

Associate Investment Director

My day to day role involves managing both discretionary and advisory clients, including trusts, pensions, private clients and charities. I work closely with private clients to offer bespoke portfolio management.

Jacob Hutchinson

Investment Director

I manage a broad range of bespoke discretionary portfolios for private clients. I also work closely with advisors in order to build portfolios to meet their clients' specific needs.

Ronelle Hutchinson

Senior Investment Director

I am a Senior Investment Director at Investec Wealth & Investment. I have over 20 years of industry experience. Most recently as a portfolio manager in our South African office managing a range of multi-manager funds for our private clients. I am responsible for overseeing Investec's Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.

Ryan Jackson

Associate Financial Planning Director

I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client’s long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.

Richard Johnson

Divisional Director

I work with a team of specialists that manage over £1.5bn for the international clients of Investec. This includes a large number of clients in South Africa as well as clients in Asia, the Middle East, Europe, Africa and the UK. Additionally, I advise international high net worth clients, specialising in multi-jurisdictional families, often with complex requirements including offshore structures and global investment requirements. I build close relationships with my clients to be able to understand their requirements and objectives, and work closely with colleagues across Investec to ensure that clients can access all that the group can offer. Consequently I travel regularly to Jersey to work with my colleagues based there as well as travelling to visit clients in the Middle East, Africa and Europe.

John Johnston

Fund manager

I’m an experienced investment manager, specialising in asset allocation and UK stock selection.

Rebecca Jones

Senior Investment Director

My priority is delivering a bespoke portfolio management service for clients and their advisers. My team manages a wide range of multi-asset investment portfolios on behalf of individuals, families and institutions. We manage both onshore and offshore portfolios, including trusts, corporate funds, charities, pension funds, and other investment structures. We work closely with our clients to understand their financial objectives and build tailored portfolios that meet their present and future needs.

Sabina Khan

Senior Investment Director

I am a senior investment director, working in our specialist charities team based in London. I provide bespoke investment advice and management to a diverse group of charity clients, working closely with Trustees to create portfolios tailored to meet their objectives. I am passionate about sustainability and am a member of our environmental research group as well as sitting on our Collectives investment committee.

Akhil Kapur

Financial Planner

I typically help my clients and their families make informed decisions on their financial goals with the objective to maintain their desired lifestyle. This encompasses all areas of financial planning with a particular emphasis towards retirement and inheritance tax planning. My focus is to provide clients with peace of mind over their financial affairs, whilst ensuring their investments are structured in the most tax-efficient manner.

Luke Kauntze

Senior Investment Director

My priority is to help my clients achieve their financial goals in a tax efficient way, whilst looking to generate the best investment returns from their assets. I work closely with each client to build a tailored financial plan, based on their current position and financial goals, which will deliver the best outcome for their present and future needs. I then implement that plan, investing their funds according to their risk profile and investment preferences. Looking after both International and UK private individuals, I concentrate on their personal investments, pensions, ISAs, offshore bonds and family trusts, specialising in the management of multi-asset investment portfolios. This includes utilising both onshore and offshore investment platforms. My primary focus has and will always be to provide an excellent service to my clients and their professional advisers.

Mike Kempster

Business Development Director

As a Business Development Director my priority is to help professional advisers deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the client’s requirements. I work with professional advisers to get to know them, their business and how they build relationships with their clients to gain a strong understanding so that I can best help them. It is also an important part of my role to ensure that they are receiving a high level of service.

I specialise in working with Financial Advisers, Lawyers and Accountants providing business development and relationship management. I aim to add value by helping my advisers grow their business, and like to be a sounding board and to suggest ideas to help solve client problems.  By understanding my client’s needs I can help bring the right team together through a One Investec collaboration to support them delivering innovative investment solutions for their clients.

Rachel Kerr

Senior Investment Director

My role focuses on managing discretionary portfolios for private individuals, family trusts, personal pensions and offshore bonds. My goal is to ensure that my clients' investments support their financial needs and serve their long-term goals. I aim to understand each client's unique circumstances and requirements, and seek to build strong long-lasting relationships.

Catherine Kirchmann

Divisional Director (International)

The most important starting point is understanding the requirements of our clients. These can vary in the complexity of advice involved – an approach that enables us to then introduce the members of our network who are best placed to assist. This allows our clients to benefit from a comprehensive service suited to their broader needs, with input from people who are experts in their individual areas. We demonstrate a deeper insight and a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make when managing their wealth and investments across their personal or business life-cycle.

Simon Lapthorne

Senior Research Analyst

My role is to contribute to the suite of investment ideas available to investment managers for inclusion in client portfolios. I work in the research department as part of the equities team, which provides research on a range of UK, US and European companies. Our rigorous approach to investment analysis is designed to identify companies with the right characteristics to deliver superior returns over the long term and hence enhance the performance of client portfolios. My particular area of responsibility is technology and communication services companies. I also sit on the committee that oversees the composition of the equity element of the firm's UK illustrative portfolio.

Michelle Levy

Senior Investment Administrator

My role is to provide support to our team of specialist charities investment managers, dealing with all aspects of administration and liaising directly with clients, thereby ensuring a high level of service.

Gil Lillywhite

Senior Investment Director

I look to provide individual solutions for my clients. Most importantly, I start by fully understanding my client's aims and objectives to see exactly what has to be achieved within the set parameters. There are many different solutions available and identifying which fits best is hugely important, not only at that point in time, but also for the different phases of life that are to come. I manage portfolios for clients but work closely with my financial planning colleagues to find the best structures. Investment returns can be one part of managing portfolios, but their tax efficiency is also very important. As a result, I manage portfolios for individuals, trusts, charities and some companies. I aim to keep an open mind about trends and financial information, look to challenge assumptions but equally, I am happy to be persuaded by a good idea. I believe that this will provide the best outcome for clients that I can achieve.

Andrew Little

Senior Director - Wealth Planning

I advise wealthy individuals on how they should manage their finances, helping them to realise their goals through a combination of efficient structuring and effective investment management. I take time to properly understand each individual's situation and requirements before recommending a suitable set of solutions and then proactively ensure they remain appropriate over the long term. Many of my clients today are senior executives, entrepreneurs and business owners, all of whom require a trusted wealth manager who they can rely on to coordinate with their tax and legal advisors.

David Littler

Senior Investment Director

I manage portfolios of investments for my clients, providing a bespoke and tailored service to suit their specific circumstances, financial objectives and risk tolerances, whether they are individuals, pension funds, charitable trusts or otherwise. The greater proportion of my clients provide me with a discretionary mandate, whereby I take responsibility for the day-to-day management of their investments, reporting details of current thinking, positioning and results on a periodic basis (or at a client's request), although I also provide an element of my client base with advisory and dealing services. My team specialise in multi-asset portfolios where investments, for example, in bonds, equities, real estate and precious metals are combined to achieve a particular return profile. We also offer a range of strategies, from conservative, income orientated, fixed interest portfolios through to growth orientated, globally diversified, equity strategies.

Joe Lund

Associate Director - Wealth Planning

I specialise in providing advice on the structuring and investment of tax-efficient portfolios including ISAs, pensions, and trusts. This involves building long-term financial plans and cashflow models to provide peace of mind to clients and their families.

My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular client needs.

When providing investment recommendations I work closely alongside Investec’s specialist in-house research team of financial analysts to deliver a tailored service for my clients. One of Investec’s greatest strengths is our ability to combine such high-quality research in portfolio construction, alongside a bespoke planning approach to integrate your personal goals or values.

Eamonn Lunn

Senior Financial Planning Director

As part of the financial planning team based in the London office, my aim is to deliver the best possible financial outcome for my clients. By offering and co-ordinating a comprehensive and integrated approach across the range of services offered by Investec, I ensure that my client's financial needs, investment objectives and aspirations across the whole of their financial assets are met.