Peter Beale London skyline
Peter Beale

Peter Beale

Associate Investment Director

London

+44 (0)20 7597 1234

About me

I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.

Background/Experience

With over a decade of experience in financial services (solely with Investec), I have formed a strong knowledge base of how our business can work best to benefit my clients. I am committed to helping others meet their financial objectives, working closely with them and their advisers (if one is appointed) to achieve this.    

Qualifications include: 

  • Chartered Wealth Management Qualification through CISI

My Interests

I am a keen footballer and golfer. Away from sports, my wife, young daughter and I like to travel, with a particular favourite of ours being the beautiful Greek Islands. When not traveling our weekends are spent outdoors, whether it be the local commons in London, local national parks, or nearest shore lines. 

My areas of expertise

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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.

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I'm also an expert in...

Finding the best deal, whether it be favourite shops, restaurants or holidays.
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I take great satisfaction in taking on the responsibility of helping my clients achieve their financial goals, giving them the time to focus on what is most important to them.

Peter Beale