Head of Discretionary Portfolio Management
I lead the team responsible for managing Investec’s Managed Portfolio on Platforms service and Fund Service. I am also a member of the Liverpool discretionary desk and manage multi-asset portfolios on behalf of private clients, trusts, pension funds and charities.
My team and I focus on delivering outcomes that meet the objective and risk of each portfolio. We have established a structured, robust and disciplined investment framework, focussed on portfolio diversification, and careful cost management without compromising performance.
I sit on Investec's Investment Committee and contribute towards our UK equity and property selections, through various investment selection committees. By working in collaboration with Investec’s extensive team of research specialists, we have developed an intelligent and flexible investment philosophy, adopting different styles at different points of the economic cycle.
After graduating with a degree in Accountancy and Finance, I joined Investec in the Liverpool office in 2005. My experience over the years has helped me build portfolios, understand the concepts around risk and assist clients to achieve their financial goals. I am also qualified as a Chartered Fellow of the Chartered Institute of Securities and Investment.
My hobbies include spending time with my family, reading (specifically behavioural psychology and investment) and playing/ watching hours on hours of golf.
My areas of expertise
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Helping private clients with your life goals and investment choices
Investec is a live organism. From my experience, the firm is constantly looking at ways to improve and innovate. The entrepreneurial culture still sits at the heart of the business.