About me
As a Portfolio Manager, I work closely with other Investment Managers, Investec’s in-house research teams as well as external fund managers to identify investment opportunities, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Background/Experience
I joined Investec at the start of the year 2021. Before Investec, I worked as an Investment Advisor in Training in Charles Stanley and as an Assistant Portfolio Manager in Brewin Dolphin. I am a member of the CISI and committed to helping others succeed financially. I specialise in the active management of portfolios, assessing risk, understanding business and client requirements and in evaluating investment opportunities within different markets globally.
My interests
Outside of work I am the chairperson of the Glasgow Central Community Council as well as chairperson of my current residence association. I enjoy travelling and I like to try and set a new destination every year. I like to keep a healthy and active lifestyle as I am normally up in the early hours to go to the gym. I am also keen skier and enjoy golf during the summer.
My areas of expertise
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Helping private clients with their life goals and investment choices
I'm also an expert in...
Where to find the best restaurants in Glasgow.
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