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.
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.
Outside of work I am an avid spectator of sport, when not dog walking!
My areas of expertise
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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.