Skip to main content

About me

I have completed CISI Chartered Wealth Manager Qualification and also hold the CISI Investment Advice Diploma. I graduated from University of Southampton with a psychology degree and have worked in client facing roles across previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable for my development.

Background/Experience

I have completed the CISI Investment Advice Diploma and I am currently studying towards the CISI Chartered Wealth Manager Qualification. I graduated from University of Southampton with a psychology degree. I have worked in client facing roles in previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable in developing my skills.

My interests

Outside of work, my husband and I have a young son who keeps us on our toes. Living in Somerset, there are many places to explore and we regularly find ourselves hiking, cycling or climbing something. When I get five minutes to myself, I enjoy running and playing cricket with a local ladies team

My areas of expertise

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

I'm also an expert in...

High level negotiations with small children.

Feeding a swan
Emma Russell

The culture at Investec is unique and I believe that a great culture trickles down to great service for our clients.

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.