About me
Whether working with intermediaries and their clients or direct private clients, I strive to ensure that portfolios are managed to the highest possible standard matching clients' risk profiles, objectives and time frames. I have built and manage a team of investment professionals within the Edinburgh office, who are equally qualified and dedicated to ensure that client investment objectives are delivered.
Background/Experience
After graduating from high school in Amarillo, Texas, I returned to the UK, gaining a BA (Hons) in Business Studies. I have since held various roles in the financial services industry from 1994, before joining the discretionary management world in 2005. In 2009, I was appointed senior client portfolio manager at Standard Life Wealth, where I was responsible for the management of private client portfolios, trust, charity and pension scheme assets. I later joined Williams De Broë (now Investec) in 2011. The experience and knowledge which I have built over the past two and a half decades has provide me with the expertise to assist financial planners and clients to achieve their financial goals.
My qualifications include:
- CFA (UK) Investment Management Certificate
- Chartered Insurance Institute’s Financial Planning Certificate
- Advanced Financial Planning G10
- Chartered Institute for Securities and Investment’s Private Client Investment Advice and Management (PCIAM)
- Being a Member of the Chartered Institute for Securities and Investment.
My interests
I enjoy spending time with my wife and children. Our favourite past-time is skiing but we also enjoy travelling, hill-walking, cooking and indulging in family meals.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
At Investec, we strive to manage client portfolios to meet the individual's objectives and expectations.