Tom Quicke

Senior Investment Director

I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm’s charity clients.

Neville Ramdhani

Senior Investment Administrator

As part of the court of protection team, my priority is to ensure our clients day-to-day administrative requirements are completed on a timely basis. It is an enjoyable role which focuses on communicating with our clients on a regular basis, ensuring any funding requirements are met and keeping up to date with the regulatory and investment processes we have adopted within the team to best serve our clients.

Kartik Rawal

Senior Investment Director

The individuals and families I work with are unified in wanting a better future with opportunity and choice either for their immediate and extended families, for society, their communities, or for themselves. My role is to free those I work with from the burden of making complex financial decisions on their own and without assistance. For each client I lead a team of experienced colleagues who deliver excellence service and professional advice in the sphere of wealth management. 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.

James Redburn

Senior Investment Director

I manage a broad range of multi-asset investment portfolios for high net worth private clients and families, trusts and company pension schemes, all tailored to their specific circumstances. Included within this are taxable, ISA, SIPP and offshore bonds portfolios. I also enjoy building strong relationships with IFAs where, as a team, we pride ourselves on working closely with both the adviser and their clients to help achieve the required investment solution.

David Richardson

Divisional Director

I manage discretionary portfolios for individuals, families, trusts and local charities. 

Chris Ring

Divisional Director

My focus is on meeting my clients' objectives, with respect to their risk profiles. It is important to have regard to a client's overall financial position at both personal and family level. I then combine my own experiences with Investec's in-house research resources on markets and stocks, both in the UK and overseas, to create bespoke portfolios to meet my client's requirements. As I look after both international and UK clients, I am used to dealing with a number of different structures including own name, ISAs, SIPPs, personal investment companies, family trusts, onshore and offshore, through utilising our UK, Guernsey and Swiss booking platforms.

Richard Roberts

Senior Investment Director

My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their current position, requirements, risk levels and objectives. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes using Investec’s excellent in-house research team to monitor and tailor these portfolios. I will often work closely with client advisors, financial planners and accountants to ensure client objectives are met in the most tax efficient way.

Lochlann Robertson

Associate Investment Director

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 have had the privilege of being able to build long term relationships with my clients, and see their goals and aspirations come to fruition. I have managed portfolios with a huge variety of objectives including; generating income in retirement and maximising growth for future generations.

Greg Rowe

Senior Investment Director

I manage multi-asset portfolios for private clients, corporate clients and charities.

Nick Rowe

Senior Investment Director

I am a Senior Investment Director with responsibility for managing portfolios for a range of individual private clients, family trusts, personal pensions and Charities based in the UK and overseas.

Joseph Rowland

Fund Selection Specialist

I currently have analyst responsibilities for listed private equity trusts, UK equity funds, Japanese equity funds, sector funds and ETFs. It is my job to identify the products in these areas which have the greatest likelihood of generating outperformance for our clients. We assess the merits of each product against our APPROVED framework which ensures the products have the size, investment philosophy, process, risk management, ESG integration, fee profile and talent to deliver alpha. The assessment involves regularly meeting fund managers and reading and producing research reports. Every investment rationale is critiqued and challenged by every analyst in the team thus ensuring decisions benefit from the whole team’s knowledge and experience.

Darren Ruane

Head of Fixed Income

I lead the fixed income investment team and contribute to a number of the key investment committees including Global Investment Strategy Group, Asset Allocation and Investment Committee. I am the chairman of the Fixed Income Investment Selection Committee. I advise the company on its bank lending as part of the Cash & Credit Management Committee. I work with many of the largest institutional clients of the business including insurance companies, pension funds, corporates, charities and high net worth individuals. Our clients in these areas benefit from our expertise in asset-liability matching solutions and the provision of low volatility portfolios.

Ben Salmon

Senior Investment Director

I manage a wider range on investment portfolios encompassing both UK and overseas investments for UK and overseas private clients, trusts and Charities.

Matthew Salmon

Senior Investment Director

I am predominantly responsible for running private client portfolios at Investec Wealth & Investment, having worked for the Firm for well over 20 years, whilst having over 30 years’ investment experience. My clients have general investments, SIPPs, offshore bonds, ISAs, AIM stocks etc. Previously I worked for Baring Asset Management and AON Minet which ultimately merged (via Capel Cure Sharp) into Barclays Wealth, where I gained varied experience in the world of investment.

Paul Salter

Senior Investment Director

I am responsible for managing portfolios for both private clients and clients of intermediaries. In the past I have primarily focussed on fund of fund portfolios as I managed the master portfolio service. However, I also have extensive knowledge of direct equities, having been a member of Investec's Stock Sector Committee, and look after a considerable number of clients who prefer to invest in listed equities. My involvement with intermediaries is growing year-on-year as this is an area that I am increasingly focussed on. I manage portfolios within a number of different investment wrappers such as offshore bonds, ISA's, AIM portfolios and pensions, and I also look after a number of personal injury trusts and charity portfolios.    

Chris Sandford

Business Development Director, Southern Offices

I’m the key point of contact for new client enquiries for Investec Wealth & Investment. I make sure that, as a potential client or intermediary, you’re directed to the most suitable investment manager in London and the South East, or in our regional offices around the country, so you get the best solution to meet your needs. I work and develop relationships with intermediaries and IFAs who are looking to outsource the investment management of their clients’ assets.

Simon Scott

Senior Investment Director

I manage discretionary investment portfolios for a broad range of clients, including pensions, trusts and charities. I also work with advisers to build portfolios that meet their clients’ objectives.

Shilen Shah

Head of Fixed Income Solutions

I have worked at Investec Wealth & Investment since 2009 and lead the direct fixed income process as Head of Fixed Income Solutions within the Investment Research Office (IRO). A key area of my focus is credit analysis (including financial & non-financial issuers). Working alongside the Senior Fixed Income Portfolio Director, my analysis supports the direct fixed income mandates that are centrally managed by the IRO. I also provides specialist bank credit analysis to IW&I’s internal Treasury team. I take the lead in providing fixed income strategy to the wider business and am a member of the Global Asset Allocation (GAAC) committee.

Mark Smith

Senior Investment Administrator

I support a team of experienced investment managers who manage assets on behalf of private individuals (both directly and through IFAs), trusts and pension funds.

Robert Staggs

Senior Dealer

As part of our central dealing team, I specialise in trading fixed income, structured products and overseas equities. I also manage a number of clients with specific trading requirements.

Leisa Sullivan

Head of Paraplanning and Support

My role is to develop, manage and build consistency within our Paraplanning and Support Teams, who are responsible for preparing technical analysis and reports, implementing recommendations, maintaining compliant files and preparing annual reviews for our clients. I look to install a passion in the teams I work with to fulfil their potential and have the desire to want to deliver extraordinary service as standard. 

David Sylvester

Senior Investment Director

I manage both professional and retail clients on an advisory and discretionary basis. My client base and outlook for investing is global and my team trades in equities, fixed income and alternatives, and uses options to enhance returns.