I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec’s in-house research and are tailored to meet the individual needs of my clients.
I have over 16 years of experience in financial services. Before joining Investec in January 2015 to specialise as a Discretionary Investment Manager, I was a Private Banker at Barclays Wealth where I had a broader set of responsibilities and worked closely with the financial planning team. This experience helps me to better understand my clients’ wider financial needs and to identify when to refer them to other professionals for specialist advice that is outside of my own area of expertise. Financial qualifications include the CISI Diploma (Chartered Member).
I enjoy spending time with my wife and young daughter and mountain biking around Bristol and Wales.
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We offer a flexible, bespoke service to our clients, guided by our strong research capabilities and an intelligent risk monitoring system. We are transparent in our reporting of costs and performance.