About me
I co-head a team of discretionary portfolio managers who look after individuals, trusts, pension funds, corporate accounts and charities. In addition, I contribute to the Group investment process having held a variety of roles at Investec, and I'm currently a member of the Asset Allocation committee. Within the team my particular focus is on larger clients including those who require greater overseas equity exposure.
Background/Experience
I worked as an investment trust analyst for a firm of stockjobbers in London before moving into fund management. I joined BWD Rensburg (now Investec) to manage the discretionary desk team in Leeds. I’m a Fellow of the Chartered Institute for Securities and Investment.
My interests
I enjoy road cycling - preferably somewhere warmer like Italy.
My areas of expertise
Contact me via the form above to learn more about...
Helping private clients with their life goals and investment choices
Investec continue to offer bespoke solutions to meet client requirements, with the advantage of a well resourced research team to assist in meeting the objectives of clients whether large or small.