About me
I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. My dedication is to help navigate clients to achieve their financial objectives while effectively growing and safeguarding their wealth tax efficiently.
Background/Experience
I started my career at Merrill Lynch Wealth Management servicing and assisting with financial planning for high-net-worth and ultra-high-net-worth international clients, predominately based in Europe and the United States. I joined the team and have established strong and deep relationships with the families and individuals that I work with. I moved to Julius Baer as part of the acquisition of Merrill Lynch’s International Wealth Management, before progressing to Investec. I hold a BSc (Hons) in Business and Management from Brunel University and am a Fellow of the Chartered Institute for Securities & Investment (CISI).
My interests
I enjoy going to the gym and playing tennis.
My areas of expertise
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