I manage bespoke portfolios for high-net-worth UK and non-domiciled individuals, pension funds and family trusts on a discretionary and advisory basis. I am also a Voting Member of the Portfolio Solutions Committee.
I am a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and hold the Investment Management Certificate (IMC) and CISI Diploma. I graduated from Exeter University with a BA in Business Economics.
After I graduated from Exeter University, I joined Morgan Stanley Quilter, where I was responsible for offshore fund selection. I was also a member of their Investment Fund Selection Committee. Later, I joined Singer & Friedlander as joint manager of the Asia Pacific fund, specialising in fund research in the Far East region. I moved to Williams de Broë (now Investec Wealth & Investment) in 2008 when it acquired Singer & Friedlander.
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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.