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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Investec sets itself apart in the way that it provides a distinctive, coordinated service to meet the requirements of business owners and entrepreneurs, by supporting their corporate objectives and helping them to achieve their personal goals.
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.