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.
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.
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.
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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.