About me
I am responsible for the portfolio management of Investec’s MPS on Platforms service. Using a structured and disciplined investment framework, our primary focus is delivering outcomes that align with the objectives and risks associated with each MPS strategy.
Background/Experience
I hold the Chartered Wealth Manager qualification and the Investment Advice Diploma from the Chartered Institute of Securities and Investments (CISI). I have also completed the CFA Level 1 examination and hold an Honours degree in Economics from the University of Liverpool. I started my career as a research analyst, specialising in UK Equity Investments and collective funds. Prior to joining the MPS team at Investec, I also worked as an Investment Manager, constructing tailored portfolios for clients and helping them achieve their financial goals.
My interests
Outside of work, I enjoy keeping active through running and practising yoga.
My areas of expertise
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Helping private clients with your life goals and investment choices
At Investec, integrity is ingrained into everything we do. We are committed to providing the highest level of service to our clients in a personal way.
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.