I currently provide support for Miles Nesbitt, assisting primarily with the portfolio management function. I have experience managing investments for a wide range of clients including high-net-worth individuals, pensions, charities and offshore bonds. I also work closely with our IFA relationships, helping to provide a number of services crucial to the discretionary fund management proposition.
I started my career in 2012 at Brewin Dolphin as an Administration Assistant, at Brewin I completed my Investment Advice Diploma. I joined Investec in 2016 and since joining have been fortunate enough to pass the CISI Chartered Wealth Manager Qualification. The experience and technical knowledge that I have gained in this time provides a solid foundation to build from at Investec, particularly in today's rapidly changing world.
I have been building computers since the ripe old age of 10! Two decades have passed and technology continues to be a keen interest of mine. I also enjoy playing football and reading philosophy, particularly eastern mysticism.
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Investec’s culture is at the heart of everything we do in order to deliver optimal client outcomes. In a world that is constantly changing, for better or worse, we embrace change in order to ensure that we can continue to deliver compassion and empathy with our recommendations. I believe this is key to fostering long lasting client relationships built on trust.