About me
Lead the Business Development initiative for our successful and well-regarded Channel Island business. Build and strengthen both internal & external relationships and promote both our well-respected brand and the ‘One Investec’ approach we take. Highlight the number of possibilities available to our clients from our comprehensive and diverse range of portfolios, and the value our wider Banking & Lending colleagues can offer. Particular focus on the Trust, Corporate, Family Office and Private Client markets.
Background/Experience
Recognised history within the Financial sector spanning 20+ years, in a variety of roles covering Relationship Management and Business Development within the Private Clients, Trust and Corporate sector. I am a member of the Society of Trust and Estate Practitioners and, as part of my current role, have undertaken the CISI Investment Advice Diploma.
My interests
I am a proud family man, keen sportsman and avid traveller. I enjoy keeping myself fit and active, whilst also enjoying the relaxing and beautiful beaches Guernsey has to offer with my 2 young children.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Master-maker of the most glorious Yorkshire Puddings.
An organisation that prides itself in accompanying colleagues and clients on their individual journeys. Investec are truly entrepreneurial in approach and absolutely think ‘out of the box’ which is extremely refreshing.