I am an Investment Risk Manager at IW&I where my team and I manage the suitability process. I'm responsible for developing, implementing and monitoring all the suitability controls and processes for our managed clients.
Suitability and risk lies at the heart of modern investment management, what sets us apart within Investment Risk is our innovative approach to suitability and risk management along with the experience and passion of our people to help provide the best outcome for our clients.
I graduated from Heriot Watt University in Edinburgh in 2003 with a BA degree in Economics before starting my career at Baillie Gifford working within their Institutional Clients Department. I joined Williams De Broë (now IW&I) in 2012 joining the Investment Risk Department as an Analyst before taking over the management of the firms suitability process in recent years.
I enjoy playing and watching most sports along with spending valuable time with family and friends. As a keen traveller, I also like to visit new places when time allows.
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.