Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
As a member of the Liverpool Discretionary Desk, I manage multi-asset portfolios on behalf of a range of client portfolios, ranging from private clients to SIPPs, trusts, pension funds, and offshore bonds.
Background/Experience
I have worked in the financial industry since 1995, initially at Tilney Asset Management where I achieved my industry qualifications. I joined Investec in 2003 as part of the investment support function, before joining the discretionary team in 2006. I am a Chartered Fellow of the Chartered Institute for Securities and Investments (Chartered FCSI).
My Interests
I enjoy travel, theatre and spending time with my family.
My areas of expertise
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Helping IFAs with investment management for their clients

As a fund manager at Investec I have an important resource in our extensive, dedicated research team.
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.