Peter Tasou

Portfolio Manager & Head of Structured Products

My areas of expertise include macroeconomics, financial markets and derivatives. My responsibilities include providing research on Structured Products and managing Structured Product portfolios for clients.

Jonathan Taylor

Divisional Director

As a divisional director I head up the team which specialises 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 compensation payment. 

Tom Taylor-Jones

Senior Investment Director

I specialise in managing bespoke discretionary private client portfolios, with a focus on adding value through rigorous active management. I enjoy meeting clients directly to learn their personal requirements, and implementing a strategy tailored to meeting these over the medium to longer-term. I enjoy building a relationship with clients, many of whom I have worked with for over fifteen years.

Zane Tibble

Business Development Director

Helping IFAs with bespoke investment solutions. Discretionary, AIM IHT Portfolio & MPS.

Nicola Toyer

Head of Charities

I am responsible for leading the specialist Charities team at Investec. I focus on managing bespoke multi-asset portfolios for a broad range of charities, with a particular focus on clients who have specific ethical requirements where a direct solution is required. I also sit on the firm’s International Stock Committee which makes recommendations on direct overseas equities for inclusion in client portfolios.

Michael Turner

Senior Investment Director

As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs. 

Bridget Ukleja

Investment Director

I specialise in the discretionary management of bespoke multi-asset portfolios for a broad range of clients and intermediaries, including pensions, trusts and offshore vehicles.

Nick Vaill

Senior Investment Director

I manage global multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios. I work closely with clients and their advisers to deliver a bespoke investment management service. My team and I work to responsibly manage our clients' wealth, to help it grow in real terms over the long term, whilst providing cashflow for clients' needs.  

Max Wallace-Jones

Divisional Director

I work in a team made up of portfolio managers and support personnel. The core role I undertake is the management of personal investment portfolios, personal pensions (SIPP's) and medium and smaller sized charities. I am also a member of the investment policy committee, chairing this periodically, as this committee is a key element of the asset allocation and construction of client investment portfolios. 

Rhyanna Walton

Senior Investment Director

I am an Senior Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.

Greg Waunford-Brown

Senior Investment Director

I specialise in investment management and I've seen pretty much everything since the 1987 stock market crash, through the internet boom, 911, Global Financial Crisis and current Coronavirus pandemic. We have always delivered for the clients and their portfolios continue to get stronger and stronger. I have a very diverse range of clients which gives great diversity of experience.

Richard West

Investment Director

My aim is build long term, trusting relationships with clients, based on sensible advice, good service and investment performance. Building a personal relationship assists greatly with managing bespoke portfolios, reflecting the needs and values of the individual. I look after international clients and UK residents alike, as well as trusts and investment holding companies. The global nature of our portfolios gives access to greater diversification and a wide range of individual investment opportunities. I also work closely with private bank colleagues to help give access to the expertise that Investec can offer.

Michelle White

Head of Private Office

Drawing on the broad and deep resources across Investec, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.

Paul Whyman

Divisional Director

I’m a divisional director and team leader in our London office.

Alex Wilson

Senior Investment Director

I have over 20 years of experience in private wealth management and as a Senior Investment Manager in the Investec Private Office. I work with high net worth clients and their advisers to help manage their complex wealth needs.

Piers Wilson

Divisional Director

I manage and advise on a broad range of investment portfolios on behalf of private individuals, trust and charities. I lead a team of seven senior fund managers.

Michael Winson

Divisional Director

I look after wealthy families and individuals who are looking to have their financial affairs covered in a holistic way. I work closely with their advisers from a planning, legal and accounting perspective, to ensure that all financial angles are covered once the discussions around long term structuring have been agreed. I am also able to access broader banking and business solutions for clients using the breadth of services provided elsewhere within Investec.

Matthew Woodrow

Head of London

I primarily work with high-net-worth individuals, constructing and managing their investment portfolios and giving them the peace of mind that their plans for the future, including retirement, are on course. I find it extremely satisfying to help people achieve their life goals, often sooner than they expect.

Since the recent combination of the Rathbones Group and Investec Wealth & Investment UK, I now lead an expanded  team of investment and wealth managers, responsible for a combined total of more than £40 billion in assets. I aim to ensure that every private client receives the highest standard of bespoke investment and wealth management.

Gideon Wright

Senior Investment Director

I am responsible for managing multi-asset portfolios and providing bespoke investment management solutions on behalf of high-net-worth individuals and families. Specialising in onshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured.

I enjoyed playing Rugby, Cricket, Football and watching Golf. Time has now reversed the order and I now play Golf, whilst watching the other three sports.

John Wyn-Evans

Head of Investment Strategy

I am responsible for directing the firm's tactical asset allocation within client portfolios. I chair the Asset Allocation Committee as well as sitting on the Global Investment Strategy Group. A key part of my job is to communicate our investment strategy to both investment managers and clients. This is most widely seen in the Weekly Digest and Monthly Commentary products. I also undertake marketing trips around the country, although these are becoming more virtual in their nature. I make regular media appearances to comment on markets.

Fei Yu

Portfolio Manager

I focus on discretionary portfolio management for high-net-worth clients in the UK and overseas.