Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I am an Investment Director based in our Leeds office. I manage assets on behalf of private individuals, IFAs, professional connections, charities, trusts and personal pension schemes.
Specialisation
Investment Management
Background/Experience
Although born in Scotland, I spent 20 years living in Hong Kong before to returning to the UK for University in 2007.
After graduating with a Masters in Finance, I joined JP Morgan Chase in their Derivative Services team. I spent two years at JP Morgan prior to joining Investec in 2014.
Qualifications
I am a Chartered Member of the CISI and have previously sat on their Scottish branch committee. I have a Masters in Finance degree from Lancaster University Management School and was awarded the Peel Trust Studentship and Alumni Scholarship while studying at Lancaster.
My interests
Outside of work, I enjoy rugby and have played for a number of teams in Hong Kong and the UK. I also enjoy running and exploring the Yorkshire countryside.
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.