About me
I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. I specialise in onshore and offshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured and working closely with experienced tax advisors.
Background/Experience
I began my career at Barclays and progressed through the back office before moving into Wealth Management. I joined Merrill Lynch Wealth Management in and become a Managing Director before moving to Julius Baer as part of the acquisition of Merrill Lynch’s International Wealth Management, before progressing to Investec. I am a Fellow of the Chartered Institute for Securities & Investment (CISI).
My interests
I have a passion for golf.
My areas of expertise
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