I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.
Since starting my career in 1992, I have experienced all roles of investment management ranging from clerk to dealer, through to my current position. I am a Chartered Fellow of the Chartered Institute for Securities & Investment, and I have worked exclusively in Glasgow over the years. I joined Investec in 2007 where I have seen the office evolve to its current format.
I am a keen sportsman, willing to try all sports, and I am slowly developing my triathlon skills. My passion, after my wife and son, is skiing and I am a qualified skiing instructor.
My areas of expertise
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Everybody invests to achieve a different outcome and only when you build an investment relationship, can you create that unique portfolio.