About me
I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.
Background/Experience
I am a Chartered Wealth Manager and Fellow of the Chartered Institute of Securities & Investment. I have over a decade of experience in investment management, having worked Barclays Wealth and Toronto Dominion Bank.
My interests
I have a young family to keep me busy, but when I get a spare moment I can be found cycling in the Kent countryside or on the golf course.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Growing my own fruit and vegetables!
Investec's culture and values ensures that the client is at the heart of everything we do. I have never worked at an organisation that is so focussed on the achieving the right outcomes for its clients and the wider community.