About me
I manage global multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios. I work closely with clients and their advisers to deliver a bespoke investment management service. My team and I work to responsibly manage our clients' wealth, to help it grow in real terms over the long term, whilst providing cashflow for clients' needs.
Background/Experience
I began my career with Barclays Wealth and joined Investec in 2010. I am a Chartered Fellow of the Securities & Investments Institute and SII Diploma qualified. I have always worked in the role of investment manager and enjoy the combination of being responsible for the investment decisions on behalf of clients and also knowing our clients, to help ensure we provide the most appropriate, bespoke advice. I believe this accountability works well for clients and the advisers we work with.
My interests
I enjoy sport, particularly football, and I am learning to love cycling and pilates. My wife and I enjoy travelling both within the UK and overseas. I enjoy learning new languages, although my enthusiasm exceeds my ability.
My areas of expertise
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Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
Investec provides the attractive combination of scale, in terms of research, risk controls, a global outlook, systems and wider banking services with a truly personal, bespoke service.
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.