Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I specialise in managing discretionary investment portfolios for a range of clients including independent financial advisers, private individuals, investment bonds, pension funds and trusts. My day-to-day role involves constructing, managing and regularly reviewing client portfolios to ensure that they maximise my client's chosen objectives and meet their attitude to risk. I work closely with our research department to select appropriate investments from thoroughly researched ideas in conjunction with my own knowledge, style and investment philosophy. Finally, I regularly meet the companies and funds in which we invest and I enjoy debating with colleagues about investment markets.
Background/Experience
I am an experienced investment manager with over a decade of industry experience. I started my investment career in London working for Williams de Broë (part of Evolution Group) within an investment team managing £400m for a variety of clients. In 2012, Investec acquired Evolution Group and I joined a larger investment team managing £1.5bn. In 2019, after nearly a decade in London, I joined Investec’s Edinburgh office, where I continue to manage investment portfolios for a team with around £500m in client assets. I am a qualified Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment. I have a BA Honours degree in International Relations from the University of Birmingham.
My interests
I am a keen fly-fisherman, country sportsman, skier and motor-sport fan. I am married and have a young son.
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
It is a great privilege to manage my clients money and I relish the challenges and responsibilities that come with it.
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.