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Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means

About me

My main focus is on building strong, client-centric relationships. I specialise in working with a number of charities, overseeing their investments and relationships, and working closely with Boards to ensure that investments and governance are well-structured. I also work with high net worth private clients and their families, ensuring that investments are diverse, well-structured and tax efficient. To help achieve the client's objectives I draw upon a wide range of knowledge and expertise from within the Liverpool team and the broader Investec group. I also work closely with a range of other professional advisers and trustees to assist them in structuring investments in a diverse and disciplined manner.    

Background/Experience

With more than three decades of experience in the industry I have played Group roles within asset allocation, stock sector, collective research and risk management. Having considerable knowledge in the sustainable and ESG areas of investment I also currently sit on the Group Corporate Governance Committee. I am a Chartered Fellow of The Securities Institute (FCSI) and became an individual Member of The London Stock Exchange in 1990. In addition, I also hold a degree in Law from the University of Liverpool.

My interests

I have a significant personal interest in the arts and education. I was Deputy Chair of Edge Hill University and I am currently a Member of Council at the Liverpool Institute of Performing Arts (LIPA). For many years I have been responsible for leading the longstanding relationship Investec has with the Royal Liverpool Philharmonic Orchestra and I am a passionate advocate of the importance of Liverpool's cultural offering. I am a self-taught musician, primarily a guitarist and have been in a variety of bands. My other interests are predominantly in sport. As a keen cyclist I have completed several Alpine stages of the Tour de France, and I am a lifelong Rugby League fan and Evertonian. 

My areas of expertise

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Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

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Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.

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Waves crashing against rocks
David Owen

Investec offers a broad range of client focused wealth advisory services, tailored to the individual client's needs. These services are supported by a strong team both groupwide and in Liverpool, which are well-resourced, professional and robust with the client outcome at the centre.

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.