Andrew Theban

Associate Investment Manager

Bristol

About me

I work alongside a Senior Investment Director covering a wide range of clients including high-net-worth individuals, pensions, ISAs, bond portfolios, charities and corporate clients.

Background/Experience

I started my career at Royal London Platform Services in their Key Accounts team before joining Investec Wealth and Investment. I hold the Investment Advice Diploma and am studying for the Chartered Institute for Securities & Investment’s Level 7 Masters in Wealth Management.

My Interests

I enjoy swimming, skiing, snowboarding and cycling. I also enjoy reading and anything automotive - I regularly attend events and race weekends. I live in Bath with my fiancé and our mini dachshund.

My areas of expertise

Contact me via the form above to learn more about...

Helping private clients with their life goals and investment choices

Helping IFA's with investment management for their clients

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Training stubborn dogs.

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Andrew Theban