I am responsible for helping manage the financial affairs and assets of charities, entrepreneurs, professionals, private individuals, pensions, trusts and corporates. Understanding where a client is currently positioned, listening to what they are looking to achieve, formulating a strategy to achieve their objectives and consistently providing proactive advice and excellent service, all helps ensure client goals are being achieved successfully.
I have significant experience of working within the financial sector. Previous to Investec, I was an investment manager at Barclays in Edinburgh for 12 years, a portfolio manager at Macquarie Bank in London for four years, a fund manager at Merrill Lynch in both London and New York for five years, and a fund manager at Friends Provident for one year. My specialised experiences of being responsible for helping clients achieve their financial goals by providing a proactive and consistently high level service has been vital throughout my career. I hold a distinction designation for the Private Client Investment Advice & Management (PCIAM) examination, the Investment Management Certificate (IMC) and a BA (Honours) degree from Napier University in Edinburgh.
I enjoy most sports and I am a director and member at the world’s 4th oldest golf club, Bruntsfield Links Golfing Society, having won the Club Championship for members with a handicap of eight and above. Additionally, I am also a Governor and Trustee of St Columba’s Hospice in Edinburgh as well as a Trustee of the Dame Margot Fonteyn Scholarship Fund in London.
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Providing proactive and regular contact, while having an established brand with experienced research resource and investment and planning expertise, allows us to provide an all encompassing service to help clients achieve their needs.
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.