I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec’s extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. In addition to actively managing the portfolios, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.
I have had the privilege of being able to build long term relationships with my clients, and see their goals and aspirations come to fruition. I have managed portfolios with a huge variety of objectives including; generating income in retirement and maximising growth for future generations.
I am a Chartered Member of the Institute for Securities & Investment.
I enjoy escaping to the Scottish Highlands, where I was brought up. Whilst up there, you're likely to find me either on a bike or on the golf course.
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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.