About me
My priority is delivering a bespoke portfolio management service for clients and their advisers. My team manages a wide range of multi-asset investment portfolios on behalf of individuals, families and institutions. We manage both onshore and offshore portfolios, including trusts, corporate funds, charities, pension funds, and other investment structures. We work closely with our clients to understand their financial objectives and build tailored portfolios that meet their present and future needs.
Background/Experience
I joined Investec's graduate programme in 2016, rotating through various teams within the Investec Bank and Wealth & Investment. Prior to this, I read Psychology and Cognitive Neuroscience at the University of Nottingham. I am a member of the Chartered Institute for Securities and Investment, having completed both the Chartered Wealth Manager Qualification and the Investment Advice Diploma, and I am currently working towards completion of the Level 6 Diploma in Financial Planning.
My interests
Outside of work I am an avid watcher of all sports and generally enjoy being outdoors. Specifically, I enjoy recreational cycling, running, playing touch rugby and spending time with my family.
My areas of expertise
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Helping private clients with their life goals and investment choices
My team and I pride ourselves in providing a consistent and high level of personal service. Like most of my colleagues, myself and my team are available at nearly every minute of the day for our clients. The truly tailored and bespoke offering is what makes Investec stand out.