As a Senior Investment Manager I look after discretionary investment portfolios for a wide range of private clients, many of whom followed me from my previous firm in 2017. My 'book' is very largely made up of High Net Worth Individuals for whom I manage their General Investment Accounts, ISAs, SIPPs and Family Trusts, although I also manage some Charity Funds and Corporate accounts and work closely with Financial Planners to ensure all clients receive a full wealth management service. I have always had an interest in macro economics and an appreciation of precious metals in portfolios as a counter-weight to the constant decline of FIAT currencies, both of which help to flavour and influence my investment approach.
After Radley College and Durham University, I trained at the College of Law in Guildford before embarking on my career in Investment Management. Having started my career with James Capel in London in the late 1990's, I spent nearly 20 years with Brewin Dolphin in both the Birmingham and Cheltenham offices, representing the company on its Unit Trust Selection Committee and Corporate Responsibility Committee at different times. I was Head of the Cheltenham Office of Brewin Dolphin between 2014 and 2016 before joining Investec as a Senior Investment Director in 2017. I am a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).
I live in Cheltenham and enjoy running, cycling, skiing, golf and a number of country pursuits, having been brought up within a farming family in the Cotswolds. I'm a governor of Pinewood School in Wiltshire, attend Holy Trinity church in Cheltenham and have a Miniature Wire-Haired Dachshund called 'Gordon' as well as numerous nieces, nephews and god children!
My areas of expertise
Contact me via the form to learn more about....
I'm also an expert in...
Teaching people how to Scottish Dance.
At Investec our 'edge' is our global approach to asset allocation, combined with our industry-leading research capability, which allows us to populate portfolios with a wide selection of international quality growth companies which translates into better performance than our peer group for most of the time, aided by our dynamic risk management technology.