Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I am a Senior Investment Director with responsibility for managing portfolios for a range of individual private clients, family trusts, personal pensions and Charities based in the UK and overseas.
Specialisation
Portfolio Management
Background/Experience
I have 29 years' experience of managing UK and overseas portfolios for private individuals, family trusts and charities. In 1987, I joined Guinness Flight Global Asset Management, which was acquired by Investec Asset Management Limited in 1998. In 2009 I joined Rensburg Sheppards as a Senior Investment Director. Rensburg became a wholly owned subsidiary of Investec Group in late 2010 and subsequently changed its name to Investec Wealth and Investment.
Qualifications
I graduated from Cambridge in 1979 and subsequently qualified as a member of the Institute of Chartered Accountants of England and Wales. I am also an Associate of the Chartered Institute for Securities and Investments.
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.