As senior investment director at Investec, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients. I manage both UK and global investors, as well as having clients all over the world which enables me to offer solutions to clients in a number of different currencies.
Since graduating from the University of Ulster Business School, I’ve spent my whole career in investment management. This includes working circa ten years in London mainly at Lazard Asset Management before returning home late 2008 to Northern Ireland. I’m a Fellow of the Chartered Institute of Securities & Investment, a Chartered Wealth Manager and I hold the IMC certificate.
I enjoy all types of sports and I am willing to give any sport or activity a try. I spend most of my time doing activities with my children, and love taking long walks in the countryside.
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Local history and researching my family tree.
At Investec we have a real bespoke offering and not a one size fits all approach. We have an extremely strong research process and this is reflected in our consistent performance numbers as measured by ARC.
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.