In my role as an Investment director my key objectives are managing portfolios for individuals, trusts, personal pensions and charities both for private clients and on behalf of intermediaries.
I have 30 years' experience in the investment management industry having started my career in 1992 with Allied Provincial in Glasgow which, after a series of acquisitions, became Barclays Wealth. I later joined Investec's Edinburgh office in 2011 as a senior investment director. I am a Chartered Fellow of the Chartered Institute of Securities & Investment and also hold the Institute of Securities and Investment -Investment Management Certificate
Away from work I am keen cyclist and runner and also enjoy going along to watch Glasgow Warriors when time permits.
My areas of expertise
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Investec is significant in size, however, we retain a clear commitment to dealing with each client on a personal and individual basis.
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.