Alongside three other Senior Investment Directors, I am responsible for co-managing a team of seven investment specialists, who help our clients and their families achieve their future goals.
We typically help high net worth individuals, families, charities and corporates to establish and evolve their long term wealth
management strategy, but often also assist in many other areas of lifestyle planning. Each family strategy will be bespoke and
tailored to individual tax, risk, income and inflation protection requirements.
We advise on the tax efficient investment management of onshore and offshore investment portfolios, ISA and pension portfolios. We also specialise in working with ultra-high net worth entrepreneurs on the management of their family investment companies; and UK and global families on the management of a variety of different trust and offshore bond portfolios.
Each portfolio can take into account individual income tax, capital gains tax, inheritance tax and corporation tax considerations, and will typically include a range of high quality global equities, bonds and alternative diversifying investments. We can also arrange banking, lending, and business advisory services to compliment any investment portfolios.
Having studied Money, Banking and Finance at the University of Birmingham, I started my career as a Business Valuation Analyst within KPMG’s corporate finance and tax teams. I subsequently moved into investment management with Morgan Stanley Quilter and HSBC Global Asset Management prior to joining Investec in 2012.
I am a Chartered Fellow of the Chartered Institute for Securities and Investment, having completed the Diploma in Wealth Management with a Distinction in Fund Management, and the National Award for Excellence in Private Client Investment Management. I sat on investment committees at each previous company and I am heavily involved in Investec’s client service committees.
My areas of expertise
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As a team we work closely with family financial advisors and tax accountants to ensure portfolios are efficiently structured, giving the option of a tax efficient income for the current generation to enjoy spending, or enabling future generations to benefit from family savings and security.