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
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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.