About me
I assist in managing discretionary portfolios for a diverse client base, ensuring each portfolio is carefully tailored to meet the unique needs and long-term objectives of each client.
Background/Experience
I recently graduated from Swansea University with a degree in Finance, where I passed the CFA Level 1 exam and interned with an asset management firm in Tokyo. Having completed the Investment Management Certificate (IMC), I am now preparing for the final CFA exam to earn my Chartered Financial Analyst designation.
My interests
Having recently relocated to Bristol, I'm embracing the opportunity to explore the city and all it has to offer. In my spare time, you'll find me socialising with friends and engaging in various sporting activities.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
Investec Wealth & Investment (UK) is dedicated to fostering a culture of continuous growth and development for its employees.
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.