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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Helping private clients with your life goals and investment choices
We go above and beyond for our clients.
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.