About me
A key part of my job is to understand a client's current and ongoing situation. From there, I can help them build a portfolio which meets their requirements both now and in the future. I work with a range of clients from private clients, trusts, charities, pensions schemes and institutional accounts. By utilising Investec’s in-house research team I can identify suitable portfolio components, matching clients’ risk profiles and objectives to investment portfolios that will deliver the best possible outcome.
Background/Experience
I started my career in wealth management in 2002 at Gerrard Investment Management. During my time at Gerrard and Investec, I have built up experience operating in various market conditions and have a good understanding of different asset classes. I have been working with my current team for over a decade and continue to enjoy the challenge of looking after a varied client base. I am a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI) having passed the CISI Level 6 Diploma, which included the Private Client Investment Advice and Management (PCIAM) exam. In addition, I also have a degree in International Finance and Capital Markets.
My interests
I enjoy spending time with my family, often heading out at weekends to explore new walks locally or in the surrounding countryside. I have a passion for sports with various degrees of success in athletics, fencing, CrossFit and cycling, although my current focus is on triathlons.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Where to enjoy the best coffee in the Square Mile.
I believe our personal approach at Investec is key to really understanding our clients' needs and objectives.