About me

I work in a team made up of portfolio managers and support personnel. The core role I undertake is the management of personal investment portfolios, personal pensions (SIPP's) and medium and smaller sized charities. I am also a member of the investment policy committee, chairing this periodically, as this committee is a key element of the asset allocation and construction of client investment portfolios. 

Background/Experience

I have been working in private client wealth management since starting my career in the mid 1980's, and managing client investment portfolios since 1995 when I qualified as a Member of Chartered Institute for Securities and Investments (MCSI). I was appointed a divisional director at Investec when I joined the company in 2012, and often alongside my role I mentor a number of aspiring investment professions at Investec as they develop themselves and move to become fully qualified.

My interests

I have an interest in historic motor sport, travelling to SPA and Le Mans as well as attending events in the UK. I also sail and have a house in Fowey, Cornwall which allows ample boating and walking. I take an interest in horse racing and I am a 25% owner of horse managed by Paul and Olive Cole in Lambourn, West Berkshire. I also follow the modern British art market, covering paintings as well as sculpture from the 1950's and 60's.    

My areas of expertise

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