Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I manage funds for existing clients and develop new business, providing advice to private individuals, trusts and gross funds. I’m also a member-nominated trustee of Investec’s staff pension scheme.
Specialisation
Portfolio Management
Qualifications
I’m a Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI) and I’m a former chairman of the Sheffield Life and Pensions Society. I’m also a representative on the Sheffield Chartered Insurance Institute Committee.
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.