About me

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.

Background/Experience

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 interests

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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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Heather by the seaside
Jon Walker

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.