I manage investment portfolios for private clients and trusts, corporate clients and other investment structures.
Prior to joining Investec, I was an associate director at Cunningham Coates Stockbrokers (part of Smith & Williamson). During this time I managed investment portfolios for private clients, trusts and corporate clients. I also worked closely with financial planners to provide an overall wealth management service. I am a Chartered Fellow of the Chartered Institute for Securities & Investment.
I have a young family of three and enjoy sailing, running and I am a Cub Scouts leader.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Investec have a fantastic reputation and breadth of offering, which combined with their distinctive performance and client focus make them truly unique.