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About me

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.

Background/Experience

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.

My interests

I have discovered a love of trail running and am currently training to run an ultra-marathon through the Mont Blanc massif.

My areas of expertise

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Home coffee brewing following a lockdown-induced obsession.

Feeding a swan
Andrew Maxwell

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.