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.
I have an Honours degree from Bournemouth University. I am a Chartered Fellow of the Chartered Institute of Securities and Investment (FCSI), holding the Level 7 Chartered Wealth Manager qualification. I joined Investec Wealth & Investment in 2019 after five years at Brewin Dolphin, where I set up and ran their Portfolio Management team and looked after a wide variety of private clients.
When not in the office I enjoy keeping fit and active at the gym, playing golf and spending time with family.
My areas of expertise
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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.