Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.
Background/Experience
Over two decades of Investment Management experience, specialising in Portfolio Construction. I have completed the Chartered Institute for Securities & Investment's (CISI) Chartered Wealth Manager qualification, and also the CFA ESG certificate. As a member of the CISI's Southern Committee, we help organise networking events for members, with the ultimate aim of improving the integrity of the Financial Services sector.
My interests
I love cooking, travelling, and photography.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Invest in great companies, and be patient.
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.