Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
With my team, I manage portfolios for a range of private individuals, trusts and charities. I specialise in portfolio construction and asset selection to assist clients with meeting their specific investment objectives.
Background/Experience
After graduating from Keele University with a BA in History and International Relations, I worked for Quartet Investment Managers for two years prior to joining Investec. I hold the Investment Management Certificate (IMC) and am currently working towards obtaining the Chartered Financial Analyst (CFA) designation, where I am a Level III candidate.
My interests
My interests predominantly revolve around sport where I regularly play cricket and cycle around the Chilterns. I also enjoy travelling and will often venture off skiing during the winter months.
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
Everything 2005 Ashes series.
At Investec, our clients truly benefit from a collaborative process. Everyone is dedicated to ensuring that your wealth is managed with the due care and attention it deserves.
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.