Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I specialise in managing bespoke multi-currency portfolios including dollar, euro and sterling strategies. The most important part of my job is understanding my clients emotions and their behaviour as these factors are critical to establishing a long-term investment plan that will benefit everyone over the years.
Background/Experience
I joined Investec in 2014, after graduating from Stellenbosch University with an Undergraduate degree in Investment Management in 2012, and an Honours degree in Financial Analysis in 2013. I spent three years with Investec in Johannesburg as part of the wealth management team before moving to London to join our global research division. Having spent two years with a focus on equity research, I now manage bespoke multi-currency portfolios in the international team. I earned my CFA Charter in 2019 and am a member of the CFA UK Society.
My interests
I'm a passionate sportsman and love the outdoors. Most of my weekends include an element of running, cycling or golf and watching live sports with friends. I am also on a permanent mission to find the best eggs benedict in London so welcome any recommendations.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Identifying good coffee shops in London.
The level of service and client experience are of paramount importance to me. Like most of my colleagues, I am available at nearly every minute of the day for anything my clients need. The truly tailored and bespoke offering is what makes Investec stand out.
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.