My role predominantly focuses on the management of clients assets on a bespoke discretionary basis. My client bank comprises of private clients, charities, trusts and personnel pension assets (SIPPs). I also work with several Independent Financial Advisory firm's, providing a bespoke discretionary fund manager service for their clients.
I started my career in international banking as a foreign exchange dealer and completed all bank qualifications. I then joined the world of stockbroking over three decades ago with a small Glasgow private client firm, completing all qualifications required and became a member of the Stock Exchange. The industry has seen many changes and our role in stockbroking has developed into providing the wealth management experience for clients, of which I am a Chartered Wealth Manager.
In my spare time I am a keen cyclist. I am also a charity volunteer, providing support for individuals.
My areas of expertise
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The Investec offering focuses on the bespoke requirements of the client and not a 'one solution fits all'.