About me

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.

Background/Experience

I am a qualified Chartered Accountant and Chartered Wealth Manager, coupled with over a decade of experience in the finance industry. After leaving the University of Southampton where I completed a BSc in Management Sciences with Accounting, I started within Ernst & Young's financial services auditing department. After qualifying as a Chartered Accountant, I landed a role within discretionary investment management where I was responsible for running money for private clients, pensions and trusts, with a specific focus on servicing both the Southern African and Middle Eastern markets. More recently joining Investec within the AIM division, I have a wealth of experience in identifying and investing in companies that meet our criteria. 

My interests

I am a keen rower and skier. Whilst the latter is a little more seasonal, the former keeps me in relatively good shape throughout the year. I have recently yearned a new interest in reading about history from a financial, political and social point of view.

My areas of expertise

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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Adam Greaves

Investec and its clients have the same financial goals. We provide solutions for all stages in life, whether it is to earn, to protect and grow, to retire, or to pass on assets to the next generation.