I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm’s Investment Policy Committee, which plays a key role in constructing portfolios.
Before joining Investec in 2017, I was a portfolio manager at Dart Capital. I was responsible for ensuring that portfolios met the agreed investment mandate and were consistent with the Investment Committees latest views. Whilst employed at Dart Capital I also obtained the Investment Management certificate. Since joining Investec, I have completed the Securities Unit from the Investment Advice Diploma as well as obtaining the Chartered Wealth Manager qualification. I am a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
I am a keen footballer and captain my Sunday league team. I am an avid Arsenal supporter and can often be found at the Emirates stadium on a Saturday afternoon.
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The Investec offering differentiates itself based on the integration of four key objectives: a client focussed approach, offering a specialised strategy, being a sustainable business and having a strong culture. The amalgamation of these pillars enables Investec to maintain its reputation as a market leading firm.
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.