I am responsible for the day-to-day running of Investec Wealth & Investment’s Master Portfolio Service, having worked for the Firm for around 20 years, whilst having nearly 30 years’ investment experience. Previously I worked for Baring Asset Management and AON Minet which ultimately merged into Barclays Wealth. I have experience of running money for private clients, trusts, charities in a variety of investment vehicles.
Master Portfolio service
I have over 20 years' investment experience, much of which has been spent in the fund-of-funds arena. Previously, I worked at industry stalwarts such as Gerrard (now Barclays Wealth), Barings and AON Minet.
I’m a Chartered Member of the Institute for Securities and Investment and was awarded a Merit in the Private Client Investment Advice and Management (PCIAM) exam. (Optional)