I lead the Portfolio Management Team for the region managing a suite of strategies for private clients, trusts and charities. I also co-manage a family unit trust with my colleague Tristan George. In addition, I am a member of the Collectives Committee within Investec’s Investment & Research Office providing oversight to fund analyst recommendations for the firm.
I graduated with an honours degree in International Business Economics from UWE in Bristol before briefly working in Southeast Asia for an offshore broker. Born in London, I have lived in Cheltenham since 2006 and am a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). I also sit on the CISI Disciplinary & Appeals Panel and am currently President of the Cotswolds branch of the CISI.
I enjoy cooking for family and friends, and, when time permits visiting my relatives overseas.
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I like to thing I am king of the grill when it comes to barbecuing.
Always remember the decisions you make can directly impact someone else's wealth and/or standard of living.
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.