I work in a team of 10 investment specialists and am responsible for advising high net worth individuals and families on their long-term wealth management strategy. I work closely with our clients and their advisers to deliver a bespoke investment management service for their portfolios, helping them to achieve their financial objectives.
Separately, I head up the team’s research on global equity funds, defensive structured product investments, and the environmental, social and governance (ESG) strategy options. I also work closely with Investec Private Bank if clients require higher interest savings accounts or portfolio-backed loans.
Having graduated with a degree in History from Durham University, I worked at an asset management boutique as a Research Analyst, focusing on large and mid-cap UK equities, as well as the wider market and economic trends. I subsequently joined Investec Wealth & Investment and qualified as an Investment Manager, and I am now a Chartered Member of the Chartered Institute for Securities and Investment.
Outside of work I am big sports fan both watching and still (occasionally) playing, particularly cricket, rugby and golf. I also still enjoy outdoor pursuits, hiking and camping.
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