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!
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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.