I advise wealthy individuals on how they should manage their finances, helping them to realise their goals through a combination of efficient structuring and effective investment management. I take time to properly understand each individual's situation and requirements before recommending a suitable set of solutions and then proactively ensure they remain appropriate over the long term. Many of my clients today are senior executives, entrepreneurs and business owners, all of whom require a trusted wealth manager who they can rely on to coordinate with their tax and legal advisors.
I have almost three decades of experience and I am a Chartered Fellow of the Chartered Institute of Securities and Investment. My professional career began as a private banker at Coutts, helping clients with their day-to-day banking and borrowing requirements, before moving on to UBS where I expanded my capabilities into investment management and financial planning. Since joining Investec I have focussed on providing suitable investment solutions for clients, whilst coordinating with other advisors on their wider wealth management objectives.
I am a keen follower of most sports, particularly football (supporting Chelsea), cricket (Kent) and American football (Chicago Bears), and I have recently returned to playing hockey as a goalkeeper with Surbiton HC. My wife and I love watching our daughters take part in sport, including dance, gymnastics and hockey.
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