I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries. In addition, I am a member of the Collectives Committee within Investec’s Investment & Research Office which oversees the fund selection for the firm. I have a background in absolute return and have a keen interest in global macro hedge funds and alternative investments.
I started my career in Investment in 2010 at Ruffer LLP, London. I spent seven years at Ruffer, becoming an Investment Manager in 2014, managing multi-asset absolute return portfolios for charity, pension fund and private clients. I specialised in institutional charities and was a senior member of the charities team which managed over £1.5bn of assets and a Common Investment Fund. I spent the last two years prior to joining Investec as an Investment Analyst, specialising in fund research and strategic asset allocation, curating the buy-list for a suite of open ended funds at Baggette Asset Management, and more recently for advisory mandates at Atkins Bland. I was a voting member of the investment committee at both firms. I was appointed to Investec's National Collectives Committee in 2023, which oversees the fund selection for all Investec portfolios. I am a member of the Chartered Institute for Securities and Investments having been awarded the CISI Masters in Wealth Management in 2012. I attained the Investment Management Certificate from the CFA institute in 2011 and have an MSc in Finance from the University of St Andrews and a BSc in Economics from the University of Southampton.
I enjoy walking in the Purbecks,nature photography and spending time with my young family.
My areas of expertise
Contact me via the form to learn more about....
I'm also an expert in...
I am unofficially Dorset's leading fantasy football expert, which is heavily disputed by my friends and family.
I'm very proud to be part of the portfolio management team, working alongside Investec's world class Research team and senior investment managers, striving to meet the needs of our 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.