Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
As a trainee Investment Manager, my job is centred on supporting my team in their day-to-day roles while picking up valuable skills and traits along the way which I can ultimately reflect in my professional life. The client is at the heart of the work we do and my role is to work closely with the Investment Managers to ensure the clients experience is one of great value.
Background/Experience
I began my career at Investec in 2022 after graduating from Newcastle University in the previous year, where I studied Economics and Finance. Currently I am studying towards my Chartered Wealth Manager Qualification - with three Level 4 exams under my belt, I'm now studying for my Level 7s. As well as this I will be sitting a Financial Planning exam so that I am able to provide a broader service to clients once qualified.
My interests
Outside of work I’m an active person with a passion for sports. I am a Sheffield Wednesday fan, but also love watching my local non-league side. As well as football I also enjoy tennis, travelling the world and going on hikes with friends, often taking my Labrador with me.
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
Helping charities and mutuals with planning and investments
I'm also an expert in...
Double faults on the tennis court.
Investec focuses on the individual, ensuring that each solution is carefully tailored to each client’s unique set of needs.
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.