Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I specialise in working with financial advisers, helping to deliver tailored investment solutions to their clients. When taking on a new client, this requires a detailed discussion with the adviser to gain a clear understanding of the client's circumstances and needs, coupled with in-depth analysis of the costs, performance and risk characteristics of any existing investments. We then deliver bespoke, actively managed portfolios, which are tax-efficiently constructed across the various investment wrappers that the client has available, and focused on delivering strong risk-adjusted returns.
Background/Experience
I started my career as a stockbroker during the late 1990's tech boom. Seeking a more stable environment, I joined Investec in early 2000, working initially in the unit trust division before joining the investment management team in 2002. I have since built a brilliant team of investment and administrative professionals over my tenure at Investec and we are focused on delivering great service as well as great performance. I am a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities and Investment and Associate of the Personal Finance Society. However, I'm a firm believer that you learn something new every day and keep my skills honed by reading widely about economies, markets and behavioural finance.
My interests
I have always loved good food and enjoy eating out and cooking for my family on weekends. I am also extremely house proud and spend a lot of time on DIY and gardening projects to keep it looking great. I really enjoy travelling to new places and have an extensive 'bucket list' of countries to visit in the coming years. I also like to keep fit and active, at the gym or on a ski slope preferably.
Helping IFAs with investment management for their clients
I'm also an expert in...
Cooking an amazing Sunday Roast with Yorkshire Puddings!
The culture of openness, integrity and teamwork that you find at Investec has led me to stay for over two decades and build my career here.
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.