Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I manage investment portfolios for private clients and trusts, corporate clients and other investment structures.
Background/Experience
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.
My interests
I have a young family of three and enjoy sailing, running and I am a Cub Scouts leader.
My areas of expertise
Contact me via the form to learn more about...
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.
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.