Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I provide administration assistance to the team and Investment Managers. We look after private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers to provide an efficient service.
Background/Experience
I joined Investec after immigrating to the UK from South Africa in 2020. I started my working career as a flight attendant and enjoyed seeing the world until landing a position in a financial institution in 1998. I worked as an Investment Assistant for a firm of financial advisors dealing with high-net-worth clients. I also ran my own business and have had many years of experience in finance and administration.
My interests
I have a keen zest for travel and exploring the globe, coupled with a fondness of socialising with friends, swimming in the sea and enjoying the sun. I love spending quality time with my husband and two teenage sons. My enthusiasm extends to the tennis court, and am an ardent player.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
I'm an expert Mum's-taxi-service!
We have a passion for people and giving top class, personal service.
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.