About me
As a specialist on the Charities Team I aim to produce a solution that best meets my clients’ objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.
Background/Experience
I started my investment career in UBS Phillips & Drew’s Charities Team in 1987 a month before the stock market crash. From there I moved to head up Hambros Charities Desk in 1994. When Hambros was acquired by Investec I moved to Investec Asset Management where I managed pension funds, retail funds and funds for charities before moving on to my current role in Investec Wealth in 2008. I have a wide range of clients and a detailed knowledge of the sector both through having managed charity funds over a long period of time and from being a trustee of Bow Arts Trust (from 2002-8).
My interests
I enjoy film, theatre and sport and have lived in a former football stadium.
My areas of expertise
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Helping charities and mutuals with planning and investments
At Investec we are lucky to have a large research department that covers the water front of potential investments making recommendations to our team so that we can provide a very bespoke service for our clients.
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.