Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means
Nnamdi Amako
Associate Investment Manager
I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.
Nnamdi Amako
Associate Investment Manager
I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.
Adebola Babatunde
Associate Financial Planning Director
I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.
Adebola Babatunde
Associate Financial Planning Director
I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.
Alexandra Balmer
Administrative Assistant
I assist with the investment administration and any specific administrative projects within the team.
Alexandra Balmer
Administrative Assistant
I assist with the investment administration and any specific administrative projects within the team.
Zoe Bancroft
Investment Director
My role is to advise deputies and trustees nationally on protecting their client's wealth for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.
Zoe Bancroft
Investment Director
My role is to advise deputies and trustees nationally on protecting their client's wealth for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.
Dominic Barnes
Senior Portfolio Director
I work closely with investment managers to pitch for business with existing and potential clients, and with colleagues in the Investment & Research Office to manage the firm’s discretionary fixed income mandates. I also provide commentary on fixed income markets and help with the selection of bond funds and individual credits, providing bespoke solutions and portfolio proposals to a wide range of clients.
Dominic Barnes
Senior Portfolio Director
I work closely with investment managers to pitch for business with existing and potential clients, and with colleagues in the Investment & Research Office to manage the firm’s discretionary fixed income mandates. I also provide commentary on fixed income markets and help with the selection of bond funds and individual credits, providing bespoke solutions and portfolio proposals to a wide range of clients.
Hamish Barton
Senior Investment Director
My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.
Hamish Barton
Senior Investment Director
My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Oliver Battersby
Senior Investment Director
I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.
Oliver Battersby
Senior Investment Director
I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.
Elissa Bayer
Senior Investment Director
I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex.
You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.
Elissa Bayer
Senior Investment Director
I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex.
You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.
Peter Beale
Investment Director
I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.
Peter Beale
Investment Director
I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.
Charlie Bialaszewski
Investment Director
I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.
Charlie Bialaszewski
Investment Director
I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.
Peter Birchall
Divisional Director
I’m a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.
Peter Birchall
Divisional Director
I’m a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.
Neil Blackstone
Senior Investment Director
I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.
Neil Blackstone
Senior Investment Director
I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.
Joshua Bloom
Associate Investment Director
I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm’s Investment Policy Committee, which plays a key role in constructing portfolios.
Joshua Bloom
Associate Investment Director
I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm’s Investment Policy Committee, which plays a key role in constructing portfolios.
Marcus Blyth
Senior Research Director
At Investec I head the equity collective’s team and our purpose is to identify and select best in class third party solutions, applying a proprietary, qualitative due diligence approach. Our fund research list provides an exciting and diversified set of tools that are utilised in the portfolio construct process to deliver the best risk adjusted, sustainable returns for our clients. I currently retain analyst responsibilities for UK, Asia and Emerging Markets equities funds. Investment Trusts form an important part of our investment offering and we regularly engage with the investment teams and boards of all of our Trusts as part of corporate governance responsibilities. My other duties include membership of the Collectives Committee, Illustrative Portfolio Committee and Portfolio Solutions Committee.
Marcus Blyth
Senior Research Director
At Investec I head the equity collective’s team and our purpose is to identify and select best in class third party solutions, applying a proprietary, qualitative due diligence approach. Our fund research list provides an exciting and diversified set of tools that are utilised in the portfolio construct process to deliver the best risk adjusted, sustainable returns for our clients. I currently retain analyst responsibilities for UK, Asia and Emerging Markets equities funds. Investment Trusts form an important part of our investment offering and we regularly engage with the investment teams and boards of all of our Trusts as part of corporate governance responsibilities. My other duties include membership of the Collectives Committee, Illustrative Portfolio Committee and Portfolio Solutions Committee.
Nikki Brown
Investment Manager
I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people’s needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client’s needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client’s circumstances. Evaluation of the client’s portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client’s situation evolves through life stages.
Nikki Brown
Investment Manager
I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people’s needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client’s needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client’s circumstances. Evaluation of the client’s portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client’s situation evolves through life stages.
Ross Burgess
Senior Director Wealth Planning
My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. 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.
Ross Burgess
Senior Director Wealth Planning
My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. 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.
Nnamdi Amako
Associate Investment Manager
I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.
Nnamdi Amako
Associate Investment Manager
I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.
Adebola Babatunde
Associate Financial Planning Director
I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.
Adebola Babatunde
Associate Financial Planning Director
I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.
Alexandra Balmer
Administrative Assistant
I assist with the investment administration and any specific administrative projects within the team.
Alexandra Balmer
Administrative Assistant
I assist with the investment administration and any specific administrative projects within the team.
Zoe Bancroft
Investment Director
My role is to advise deputies and trustees nationally on protecting their client's wealth for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.
Zoe Bancroft
Investment Director
My role is to advise deputies and trustees nationally on protecting their client's wealth for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.
Dominic Barnes
Senior Portfolio Director
I work closely with investment managers to pitch for business with existing and potential clients, and with colleagues in the Investment & Research Office to manage the firm’s discretionary fixed income mandates. I also provide commentary on fixed income markets and help with the selection of bond funds and individual credits, providing bespoke solutions and portfolio proposals to a wide range of clients.
Dominic Barnes
Senior Portfolio Director
I work closely with investment managers to pitch for business with existing and potential clients, and with colleagues in the Investment & Research Office to manage the firm’s discretionary fixed income mandates. I also provide commentary on fixed income markets and help with the selection of bond funds and individual credits, providing bespoke solutions and portfolio proposals to a wide range of clients.
Hamish Barton
Senior Investment Director
My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.
Hamish Barton
Senior Investment Director
My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Oliver Battersby
Senior Investment Director
I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.
Oliver Battersby
Senior Investment Director
I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.
Elissa Bayer
Senior Investment Director
I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex.
You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.
Elissa Bayer
Senior Investment Director
I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex.
You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.
Peter Beale
Investment Director
I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.
Peter Beale
Investment Director
I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.
Charlie Bialaszewski
Investment Director
I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.
Charlie Bialaszewski
Investment Director
I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.
Peter Birchall
Divisional Director
I’m a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.
Peter Birchall
Divisional Director
I’m a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.
Neil Blackstone
Senior Investment Director
I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.
Neil Blackstone
Senior Investment Director
I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.
Joshua Bloom
Associate Investment Director
I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm’s Investment Policy Committee, which plays a key role in constructing portfolios.
Joshua Bloom
Associate Investment Director
I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm’s Investment Policy Committee, which plays a key role in constructing portfolios.
Marcus Blyth
Senior Research Director
At Investec I head the equity collective’s team and our purpose is to identify and select best in class third party solutions, applying a proprietary, qualitative due diligence approach. Our fund research list provides an exciting and diversified set of tools that are utilised in the portfolio construct process to deliver the best risk adjusted, sustainable returns for our clients. I currently retain analyst responsibilities for UK, Asia and Emerging Markets equities funds. Investment Trusts form an important part of our investment offering and we regularly engage with the investment teams and boards of all of our Trusts as part of corporate governance responsibilities. My other duties include membership of the Collectives Committee, Illustrative Portfolio Committee and Portfolio Solutions Committee.
Marcus Blyth
Senior Research Director
At Investec I head the equity collective’s team and our purpose is to identify and select best in class third party solutions, applying a proprietary, qualitative due diligence approach. Our fund research list provides an exciting and diversified set of tools that are utilised in the portfolio construct process to deliver the best risk adjusted, sustainable returns for our clients. I currently retain analyst responsibilities for UK, Asia and Emerging Markets equities funds. Investment Trusts form an important part of our investment offering and we regularly engage with the investment teams and boards of all of our Trusts as part of corporate governance responsibilities. My other duties include membership of the Collectives Committee, Illustrative Portfolio Committee and Portfolio Solutions Committee.
Nikki Brown
Investment Manager
I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people’s needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client’s needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client’s circumstances. Evaluation of the client’s portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client’s situation evolves through life stages.
Nikki Brown
Investment Manager
I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people’s needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client’s needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client’s circumstances. Evaluation of the client’s portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client’s situation evolves through life stages.
Ross Burgess
Senior Director Wealth Planning
My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. 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.
Ross Burgess
Senior Director Wealth Planning
My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. 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.
Nnamdi Amako
Associate Investment Manager
I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.
Adebola Babatunde
Associate Financial Planning Director
I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.
Alexandra Balmer
Administrative Assistant
I assist with the investment administration and any specific administrative projects within the team.
Zoe Bancroft
Investment Director
My role is to advise deputies and trustees nationally on protecting their client's wealth for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.
Dominic Barnes
Senior Portfolio Director
I work closely with investment managers to pitch for business with existing and potential clients, and with colleagues in the Investment & Research Office to manage the firm’s discretionary fixed income mandates. I also provide commentary on fixed income markets and help with the selection of bond funds and individual credits, providing bespoke solutions and portfolio proposals to a wide range of clients.
Hamish Barton
Senior Investment Director
My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Oliver Battersby
Senior Investment Director
I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.
Elissa Bayer
Senior Investment Director
I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex.
You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.
Peter Beale
Investment Director
I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.
Charlie Bialaszewski
Investment Director
I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.
Peter Birchall
Divisional Director
I’m a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.
Neil Blackstone
Senior Investment Director
I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.
Joshua Bloom
Associate Investment Director
I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm’s Investment Policy Committee, which plays a key role in constructing portfolios.
Marcus Blyth
Senior Research Director
At Investec I head the equity collective’s team and our purpose is to identify and select best in class third party solutions, applying a proprietary, qualitative due diligence approach. Our fund research list provides an exciting and diversified set of tools that are utilised in the portfolio construct process to deliver the best risk adjusted, sustainable returns for our clients. I currently retain analyst responsibilities for UK, Asia and Emerging Markets equities funds. Investment Trusts form an important part of our investment offering and we regularly engage with the investment teams and boards of all of our Trusts as part of corporate governance responsibilities. My other duties include membership of the Collectives Committee, Illustrative Portfolio Committee and Portfolio Solutions Committee.
Nikki Brown
Investment Manager
I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people’s needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client’s needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client’s circumstances. Evaluation of the client’s portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client’s situation evolves through life stages.
Ross Burgess
Senior Director Wealth Planning
My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. 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.
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Send us an enquiry or talk directly to one of our specialists.
Important information
The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.