Within our specialist Charities team I work as an Investment Director providing advice and portfolio management for charities and not-for-profit organisations. I am involved in the firms wider investment process through the Responsible Investment Committee, integrating sustainability throughout the group.
After 16 years' industry experience including managing portfolios for trusts, corporates and high net worth individuals, I sought out a move to the charity sector to work with organisations who give back to society and the environment. I have a keen interest in sustainable investment and studied Sustainable Finance with the Cambridge Institute for Sustainability Leadership and Green Finance with the Chartered Banker Institute. I am a qualified Chartered Wealth Manager, a Chartered Fellow of the CISI and holder of the CFA Certificate in ESG Investment.
I have discovered a love of trail running and am currently training to run an ultra-marathon through the Mont Blanc massif.
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Home coffee brewing following a lockdown-induced obsession.
The Charities team at Investec really care. They are open, honest and trustworthy. You can count on the investment advice you receive.
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.