Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I am Head of Research at Investec Wealth & Investment in London. In this capacity I am responsible for the robustness of the research process across equities, collectives, fixed income and structured products. I am a voting member of the Investment Committee, and Chair or Deputy Chair of 4 research committees (Collectives Committee - Chair, Direct Fixed Income Committee - Chair, Real Assets Committee - Deputy Chair, Structured Products Committee - Deputy Chair). I also manage the Funds and Stewardship teams, Investment Operations and the Off-List Due Diligence Process.
Background/Experience
I joined IW&I in November 2022, with over 15 years’ investment experience in buy-side roles. Most recently, I served as Investment Lead for Unit Linked Oversight at Architas, part of the AXA Group, where I previously held investment analyst and portfolio manager roles. I have a long track record in manager selection and multi-asset portfolio management in UK Wealth settings. I hold a doctorate in Greek Papyrology from the University of Oxford and I am a CFA Charterholder.
My interests
Outside of work, I'm busy looking after two very sporty young children. I love living in Central London and make sure to treat myself to the odd classical music concert now and again.
My areas of expertise
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Helping private clients with their life goals and investment choices
The Investec offering is different. Our purpose is to create enduring worth, living in society, not off it. This means our clients and the communities we are part of are at the heart of everything we do.
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.