As an Investment Manager I find every situation is unique. This means that when looking to invest, a ‘one-size fits all’ approach is never going to work. I have clients who are looking to receive a regular income and others who have no income requirement but want to maximise capital growth. I have clients who are focused on wealth preservation to protect their legacy that will pass to the next generation, and others who want to ‘have a bit of fun’ with their investments.
I have a friendly and informal approach to support both women and men with their bespoke financial requirements. I am part of a growing, innovative team of experienced Wealth Managers able to make investment decisions that are guided by our dedicated in-house team of analysts, focused on identifying timely investment opportunities.
I have almost 20 years of institutional and retail banking experience. After graduating in 2001, I joined the Asian equity sales team at BNP Paribas in London before relocating to the firm’s Hong Kong office. When I returned to London, I joined the institutional sales team at DBS Vickers, followed by a role in the investment trust team at International Financial Data Services Ltd. From there, I moved to Rensburg Sheppards in 2008, which is now part of Investec.
I am an enthusiastic explorer the great outdoors, and enjoy weekends camping in the countryside with my young family - although the children are often more interested in the midnight feasts.
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Life changes, being there to support and guide clients through all of life’s ups and downs is a responsibility we shoulder with pride. Having the knowledge and experience to provide guidance to the next turn adds value beyond the investments, although the performance of the portfolio does help.