My priority is to manage investment portfolios on behalf of individuals, self-invested pension plans, family trusts and charities. These portfolios contain fixed income securities, UK equities, international equities and alternatives. In addition, I also manage the equity portion of portfolios for a number of financial mutuals, which include insurance companies and friendly societies.
After graduating from university with a degree in Economics, I joined a firm of London stockbrokers, firstly in their research department where I covered the UK leisure and hospitality sectors, but later specializing in portfolio management. Following a series of mergers and acquisitions I became part of Investec. Having a grounding in equity research and subsequently working for firms who have been owned by various international parent companies, I am able to provide my clients with a global outlook which is increasingly important in today’s investment environment.
I enjoy cycling, particularly in East Anglia where it is relatively flat. I also have an interest in music, specifically choral music, having been a member of a number of choral societies over the years.
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Knowing the best bicycle shops in the Essex/Suffolk region.
Investec stands out in the industry as a company that can provide private and corporate banking services, together with a full range of financial planning solutions and traditional investment management.