I support the Wealth team here in Guernsey in managing discretionary portfolios for private clients, offshore trusts and corporate structures.
I started out my career at a local stockbroking and investment management firm, following completion of a BTEC Level 3 National Extended Diploma in Business Studies, where I achieved the highest grade of triple Distinction. Over the last 3 years I have spent in the financial services industry I have also gained experience in both private equity and managing offshore trust structures and pensions. As part of my developing role here at Investec, I will be completing the CISI Level 4 Investment Advice Diploma and following the pathway to becoming a Chartered Wealth Manager.
Outside of work I enjoy being active and going to the gym. In my spare time I enjoy socializing, going out to dinner with friends and live music events.
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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.