About me

I am responsible for managing multi-asset portfolios and providing bespoke investment management solutions on behalf of high-net-worth individuals and families. Specialising in onshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured.

I enjoyed playing Rugby, Cricket, Football and watching Golf. Time has now reversed the order and I now play Golf, whilst watching the other three sports.

Background/Experience

I started my career at NatWest before joining Merrill Lynch International Wealth Management in 2000 and moved to Julius Baer as part of the acquisition of Merrill Lynch’s International Wealth management in 2014, before progressing to Investec in 2017.

Qualifications

Chartered FCSI.