I manage investment portfolios for clients within SIPPs, trusts, or in direct accounts. My focus for several years has been to specialise in larger complex client cases following a business exit, therefore working with M&A connections, such as private equity firms, to assist clients and manage their capital. I also enjoy working with families to grow their wealth, plan for retirement and passing funds down to the next generation.
I am a Chartered Wealth Manager and have many years of experience assisting clients and intermediary connections with the provision of investment management and planning to a very high level of expertise and complexity.
Apart from spending time with my family I enjoy many sports, walking with my dogs and raising funds for dogs needing adoption. I have also travelled extensively and enjoy time in the USA, Africa and Australia.
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Investec is a global business with a wide array of potential services for my clients to take advantage of, including banking, international investments and lending to build their wealth.