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
Contact me via the form to learn more about....
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.