My role is to help my clients achieve their financial goals by working with them to develop and manage bespoke portfolios, which are tailored to their evolving requirements. My clients include private individuals, trusts, pension schemes and corporates. In addition to my portfolio management role, I also sit on two of Investec's key committees which guide and oversee our investment process.
I joined Investec in 2000 with a degree in Economics and went on to complete my CISI Diploma in 2001. I am now a Chartered Member. Whilst the qualifications have provided the technical knowledge which underpins everything I do, I believe the experience of some extraordinary markets contribute just as much to my ability to understand client's requirements and manage their portfolios in an ever evolving world.
I spend most of my free time enjoying good food or working it off on a tennis court.
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Investec's research capability is unrivalled amongst our peers. However, it is the flexibility allowed by our investment process to integrate these investment ideas in a highly personalised way, reflecting a client's individual goals and circumstances, that really sets us apart.
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.