About me
I coordinate and implement the team's investment strategy across client investment portfolios. I actively engage in Investec's investment process and attend the central investment committees, working closely with collectives and direct equity research departments. My areas of expertise include discretionary fund management, ESG portfolio construction, thematic investing, healthcare, technology, smart materials and active vs passive Investing.
Background/Experience
I have almost two decades of investment management experience and previously worked as a fund manager at Premier Asset Management. I was responsible for the management of the Premier China Enterprise Fund, and over my tenure, achieved a Standard & Poor’s Silver rating. I have completed the CISI’s Chartered Wealth Manager qualification, and have a BA Hons degree in Chinese Studies from Westminster University. I am also a Southern Committee Member of the Chartered Institute for Securities & Investment (CISI), where we organise networking events for members and aim to improve the overall integrity of the financial sector.
My interests
I enjoy cooking, travelling, and photography.
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
Wealth management has evolved over the years and will continue to do so. One constant which will not, is the fundamental requirement for integrity which we will always strive for at Investec.