Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I look after a wide variety of international and domestic clients on an advisory or discretionary basis. My clients have a diverse range of mandates, typically investing with an international multi asset approach. I am well versed in cross border issues and invest through trusts, companies, pension funds and personal portfolios.
Specialisation
Portfolio Management
Background/Experience
I trained as an investment manager at RZH Ltd and subsequently moved with a team to Jardine Matheson. Following the takeover of Matheson Investment, I worked for Fortis Investment Management and then BNP Paribas.
Qualifications
I graduated from Southampton University with a BSc and I’m a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).
My interests
I am a keen fly fisherman and enjoy all field sports.
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.