About me
I support the Wealth team here in Guernsey in managing discretionary portfolios for private clients, offshore trusts and corporate structures.
Background/Experience
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.
My interests
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.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Investec is an organisation that prides itself on its collaborative and tenacious culture, which enables us to provide a first-class and superior service, no matter what area of the business you are engaging with.