Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I primarily work with high-net-worth individuals, constructing and managing their investment portfolios and giving them the peace of mind that their plans for the future, including retirement, are on course. I find it extremely satisfying to help people achieve their life goals, often sooner than they expect.
Since the recent combination of the Rathbones Group and Investec Wealth & Investment UK, I now lead an expanded team of investment and wealth managers, responsible for a combined total of more than £40 billion in assets. I aim to ensure that every private client receives the highest standard of bespoke investment and wealth management.
Background/Experience
Since graduating with an honours degree in Economics from the University of Reading, I have accumulated over two decades of experience in private banking and investment management, previously working at Societe Generale, Killik & Co, and BNP Paribas Fortis.
I joined Investec Wealth & Investment UK in 2011, initially as a Senior Investment Director and later becoming a Divisional Lead. This led to my current role as Head of the London Office for the newly combined Rathbones Group, which incorporates Investec Wealth & Investment (UK).
I’m a Chartered Fellow of the Chartered Institute for Securities and Investment – considered the peak of professionalism in the industry – and I'm proud to have received a Merit in the Private Client Investment Advice and Management certificate.
My interests
Outside of work, much of my time is filled with athletic pursuits. I love to run, and have completed the Marathon des Sables, aka the “toughest footrace on earth”. It’s a six-day, 250 km ultra-marathon through the Sahara Desert, which I understand isn’t everyone’s idea of fun. I also appreciate good food and wine.
My areas of expertise
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Helping private clients with their life goals and investment choices
Our clients are at the centre of everything we do. Each of my colleagues brings with them the professionalism you would expect allied with the ability to connect on a personal level and I am hugely proud to be part of such a vibrant and dynamic team.
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.