About me
I am predominantly responsible for running private client portfolios at Investec Wealth & Investment, having worked for the Firm for well over 20 years, whilst having over 30 years’ investment experience. My clients have general investments, SIPPs, offshore bonds, ISAs, AIM stocks etc. Previously I worked for Baring Asset Management and AON Minet which ultimately merged (via Capel Cure Sharp) into Barclays Wealth, where I gained varied experience in the world of investment.
Background/Experience
I am 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. Whilst at Investec Wealth & Investment I ran the Master Portfolio Service (MPS) for 20 years and have a particular interest in collective funds.
My interests
Outside of work I am an avid spectator of sport, when not dog walking!
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
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.