I am part of a team of investment managers solely dedicated to investing in portfolios of equities listed on AIM (Alternative Investment Market) for clients across the business. The primary objective of our AIM IHT portfolios is to mitigate inheritance tax liabilities for investors, with a focus on reducing volatility whilst still generating an attractive investment return. We manage over 2,000 individual client portfolios each with a position in between 20-40 companies.
Shortly after graduating from the University of Liverpool with a degree in Accountancy and Finance, I started working in the financial services industry. I spent several years working in operations, first at Tilney before moving to Investec in 2014. I joined the AIM team in 2017 where I had the opportunity to develop my skills in portfolio management before transitioning to investment management to make better use of my degree. I have completed the Chartered Wealth Manager qualification and am a Chartered Member of the CISI.
Having recently become a dad for the first time I am hugely enjoying spending time at home with my family. I am also a music lover having been a guitarist for many years, and enjoy getting stuck into a good book, film or TV series.
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Spreadsheets - and more recently functioning on very little sleep!
Investec has one of the longest running AIM IHT Plans on the market with an exclusively dedicated team focused on achieving best outcomes for clients.
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.