Paul Palmer

Paul Palmer

Investment Director
London skyline

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 above to learn more about...

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue

I'm also an expert in...

Where to enjoy the best coffee in the Square Mile.

Biking on the hills
Paul Palmer

I believe our personal approach at Investec is key to really understanding our clients' needs and objectives.