Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, with a specific focus on Global Direct equity portfolios.
Background/Experience
I have over a decade of experience in Investment Management, starting my career at Brewin Dolphin (now part of Royal Bank of Canada) in 2013 before joining Investec Wealth & Investment in 2019, which has since become part of the Rathbones Group. During this time I have set up two Portfolio Management Teams creating a centre of excellence within large teams of Investment Managers. I have also looked after a number of private clients for many years, helping them to navigate challenging market conditions and focusing the outcomes that are most important to them and their families. I have an Honours degree in Finance and Business, am a Chartered Fellow of the Chartered Institute of Securities and Investment (FCSI), holding the Level 7 Chartered Wealth Manager qualification, and hold the have studied Sustainable Finance via the University of Cambridge.
My interests
When not in the office I enjoy keeping fit and active at the gym, playing golf and spending time with family. I have competed for Great Britain on many occasions in Powerlifting, and still do my best to relive that former glory!
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Combining a modern approach to Investment Management, without sacrificing on personal levels of service.
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.