I split my time between making sure that Investec plays to its strengths in research and portfolio management, and that we receive the best input from our suppliers amongst the large investment banks and asset management organisations. I also present the firm‘s views on current markets to a range of external clients and interested advisers, and I’m heavily involved in risk and suitability monitoring. In addition, I work with portfolio managers to help clients develop the appropriate investment benchmarks and policies for their goals.
After graduating, I joined the City in 1974. I spent more than 20 years with three different investment management organisations before arriving in my present function in 1995.
I have an Honours degree from Cambridge and over 38 years’ experience in managing portfolios for a wide range of clients across the world. I’m a non-executive director of two investment trusts and have provided counsel to my old Cambridge college for many years.
I enjoy cooking, wine and bridge. I also feed my interest in languages by studying antiquarian dictionaries.