I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec’s extensive and well-resourced research and portfolio management teams, I put together bespoke portfolios which are tailored according to each client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. Additionally, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable, working with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.
I have worked within the Asset and Investment Management industry for over a decade and am a member of the Chartered Institute for Securities & Investment. I hold the Investment Operations Certificate, Investment Management Certificate and Investment Advice Diploma.
I'm married with a young daughter and my main hobbies are golf, football and have a keen interest in cars and all forms of motorsport.
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Combining key strengths of having an extensive and robust research capability with a truly bespoke and personal service, Investec affords the autonomy and resources to design and manage the most appropriate investment solutions for my clients' needs.