I specialise in managing investment portfolios on behalf of individuals (including ISAs and SIPPs), families, trusts, corporates and charities, ensuring that each portfolio is tailored to meet the specific needs and objectives of each client. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. I enjoy discussing investments with clients, taking a particular interest in understanding any ESG considerations they may have and incorporating these into their portfolios. Specifically, this involves excluding investments on ethical grounds or including investments on the basis that they are perceived to provide positive societal benefits, in addition to good expected returns.
I joined Investec in 2014 initially to help develop our savings accounts proposition, but later moved to our wealth and investment division where I completed the Chartered Wealth Management qualification and became a Member of the Chartered Institute of Securities & Investments (CISI). I have since been using my expertise to manage assets on behalf of a wide variety of clients for several years. In addition, I have successfully completed levels I and II of the Chartered Financial Analyst Qualification (CFA) and I also have a Masters in Mechanical Engineering from Durham University.
I love watching and playing most sports and continue to play for my local football club in South London most weekends. I am a big supporter of Everton Football Club and try to go to as many games as I can. Aside from sport, I enjoy fishing, spending time with my family and friends, travelling to places I have never been and discovering new music.
My areas of expertise
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I put my clients needs first and seek to find extraordinary investments solutions, no matter how complex or nuanced their situation.