Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I manage both professional and retail clients on an advisory and discretionary basis. My client base and outlook for investing is global and my team trades in equities, fixed income and alternatives, and uses options to enhance returns.
Specialisation
Investment Management
Background/Experience
I’ve worked in the financial industry since 1984. I spent 12 years working for Commerzbank in money markets, futures and forward rate agreements. I then joined HSBC/James Capel Investment Management, before moving to Fortis in 2006, which subsequently became Williams De Broё (now Investec Wealth & Investment).
Qualifications
I’m qualified to level 4 under the Financial Services Authority’s Retail Distribution Review. I’m also a member of the Securities Institute and hold a Forex Diploma.
My interests
I enjoy all sports, and have a particular passion for football, golf and tennis.
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.