I am responsible for investment risk analysis and contribute to asset allocation and portfolio construction of various client mandates. For any investment portfolio with stated goals, my contribution is to provide a quantitative insight into the investment mandate and how the goals could be met and highlight shortcomings due to changes in the equity markets, bond markets and within alternative asset universe including real estate. I regularly publish reports showing investment positions and the likely performance and risk communicated within the business and to clients.
I have many years of experience working with the largest pension schemes in the UK including BT, Royal Mail and National Grid to help manage multi asset schemes. I have worked closely with various trustees, provided regulatory reporting and management information to senior managers within the asset management industry. I bring a balanced application of quantitative insights with an understanding of the practical investment landscape within the multi asset space to underpin financial decisions, investment products and management of existing client portfolios.
I hold an honours degree in Actuarial Science and an MSc in Finance both from the London School of Economics. I have the IMC and CAIA accreditations.
I enjoy travelling around the world and seeing new places, peoples and cultures. I enjoy spending time with my family and also playing football with my local team.
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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.