Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I build and manage bespoke investment portfolios to meet the specific requirements of individual clients throughout their lifetime, in a cost effective and tax optimised manner. Requirements may be as diverse as requiring regular income, maximising capital growth, wealth preservation, or a combination of the above. I am supported by a dedicated team of in-house analysts who look for timely investment opportunities across equities, fixed-income, property and alternatives.
Background/Experience
I'm a debt capital markets expert with 20 years of experience in delivering financial solutions for clients. I have covered both banks and global corporates, such as Rio Tinto, Atlas Copco and Philips. The knowledge that comes from having looked at these companies, and their sector peers, in detail, is insightful for decision-making when it comes to investing clients' money. I have led the origination, structuring and placement of products as diverse as asset-backed securities, covered bonds, hybrids and senior. The granular understanding of these products allows me to identify the fixed income strategies that best serve the client's objectives. I have experience in niche and local markets as varied as US PP, schuldschein, Dim Sum and private debt. The awareness of these less visible markets and how they interplay with the visible global markets drives an on-going search for value and diversification to maximise clients' returns whilst protecting against downside risk.
My interests
I'm a keen tennis player, and generally enjoy anything that involves moving and outdoors. You'll find me in Regents Park all year round, either on the tennis courts or on the grass pitches, with my husband and our two children. I love to travel and become immersed in different cultures, try different foods and lead the life of a local. Friends and family, travel and tennis make for the best holidays.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
I'm also an expert in...
What to visit and where to eat when holidaying in Portugal.
I am passionate about getting to know each individual client, their story, what motivates them and their aspirations. There is no better challenge that to design a bespoke investment management solution for the goals and requirements of each individual client.
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.