Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I work closely with the financial planning team, putting in place tax-efficient structures for clients, in which their investment portfolios can be managed. I also work with our intermediary team, helping financial advisers to improve the efficiency of their businesses through our discretionary fund management service.
Specialisation
Investment Management
Background/Experience
I’ve worked in the industry since 2000. Before joining Rensburg Sheppards (now Investec Wealth & Investment) in July 2002, I worked for two years as a discretionary fund manager with Brewin Dolphin.
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.