When managing our clients' wealth, I am a firm believer that investment is best done by investment in companies that have strong brands, long track records of compounding growth, income and proven management. In this process of investment I also focus on reducing tax and planning for the future, including retirement income, gifts to the next generation or charitable giving.
I have been advising clients on their wealth and investments for most of my professional career, with the majority of this time being spent in London. During my career I have studied the best investors in the world and this always starts with Warren Buffet. Firstly I aim to understand their investment process, but also why they have made the investment selection, in order to replicate the thinking and apply the process, not just copy the decision. I am a Chartered Member of CISI, and a fully qualified Technical Analyst.
During my spare time I enjoy sailing, running, tennis, skiing and bridge, as well as a love of watching live sports. My children keep me fairly busy most weekends, taking part in rugby, tennis and hockey.
My areas of expertise
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Investec offer an approach that allows individuals to think clearly, concisely about Investment and to achieving excellent returns to clients, this philosophy is based on excellent research and experience, to allow thoughtful decision making and inspire change in all our futures.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.