About me
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.
Background/Experience
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.
My interests
I enjoy cooking for family and friends, and, when time permits visiting my relatives overseas.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Helping charities and mutuals with planning and investments
I like to thing I am king of the grill when it comes to barbecuing.
