The most important starting point is understanding the requirements of our clients. These can vary in the complexity of advice involved – an approach that enables us to then introduce the members of our network who are best placed to assist. This allows our clients to benefit from a comprehensive service suited to their broader needs, with input from people who are experts in their individual areas. We demonstrate a deeper insight and a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make when managing their wealth and investments across their personal or business life-cycle.
I have over two decades of experience in private banking and wealth management, spanning three continents. Before joining Investec in 2008, I spent 6 years at GAM as a Portfolio Director where I focused on the management of globally-invested, multi-asset portfolios for an international spread of private clients. I later moved to Spencer House Capital Management where I was responsible for the firm's business development.
My education in South Africa culminated in a Bachelor of Commerce degree from the University of the Witwatersrand and an LLB from the University of Stellenbosch. I qualified as an attorney before moving to London in 1999. I am a Chartered Fellow of the Chartered Institute for Securities & Investment and am registered with the Financial Conduct Authority in the UK.
I am keen photographer, which goes hand in hand with my passion for travel and the outdoors. Closer to home, I can be found making the most of all that London has to offer and on a weekend you will find me walking London as I explore her museums, markets, and restaurants.
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We provide our clients with a holistic view of all aspects of their wealth, helping to support them in managing their financial affairs, reduce their financial complexity, and enabling them to seek new opportunities and achieve their goals.