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
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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.