Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I manage portfolios on behalf of a wide range of private clients including pensions, trusts and offshore bonds on both a discretionary and advisory basis.
Specialisation
Investment Management
Background/Experience
I started my investment career at Brewin Dolphin in 2000. I then subsequently moved to Williams de Broë (now Investec Wealth & Investment) in 2005. I’m also a Trustee of an Almshouse Charity.
Qualifications
I hold the Chartered Institute for Securities and Investment (CISI) Diploma, and I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
My interests
I enjoy spending time with my young family and keeping fit through British Military Fitness.
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.