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.
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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.