About me
My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.
Background/Experience
I have over two decades of experience in wealth management and have managed portfolios for individuals, trusts, charities and pension funds in that time, as a Chartered FCSI. Prior to joining Investec in 2014 I was Head of the discretionary portfolio management team at Deutsche Bank in Edinburgh. In addition to my industry experience I also hold a BSc (1st class hons.) degree in Mathematics from the University of Edinburgh.
My interests
I enjoy skiing, cycling, golf, football and rugby, as both a spectator and a participant, although in the case of rugby I’m a spectator only now. I also enjoy spending time with my three young sons, much of which is spent watching them all play rugby.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping charities and mutuals with planning and investments
Known to my immediate colleagues as something of a Kit Kat enthusiast.
Investec is large enough to have a fully resourced and experienced research team, but small enough to allow client portfolios to be constructed to truly reflect their circumstances as an individual.
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.