Drawing on the broad and deep resources across Investec, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.
I have been fortunate to look after some of my clients for nearly two decades now which has been an honour. Helping to design plans and portfolios that provide for the families across generations with the aim of maintaining and passing on a legacy is a privilege.
Outside of work I look after my two wonderful young sons who run my husband and I ragged! We enjoy all sports and are currently teaching the boys to play golf which is now my predominant sport, having ‘retired’ from competitive hockey a few years ago now.
My areas of expertise
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It is rare to find a Firm that can truly offer comprehensive financial planning, investment management and credit solutions under one roof. To find that together with a strong corporate bank is powerful and of huge benefit to our clients.