Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I manage discretionary portfolios for individuals, families, trusts and local charities. I head up the Guildford office and sit on the General Management Committee.
Specialisation
Portfolio Management
Background/Experience
I joined the graduate recruitment programme of a predecessor of Investec Wealth & Investment in 1987. Since 2007, I’ve been responsible for developing our Guildford office.
Qualifications
I’m a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).
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.