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 Equity 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 Vice-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
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Helping private clients with their life goals and investment choices
Helping charities and mutuals with planning and investments
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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.