I manage bespoke global multi-currency portfolios for clients both based in the UK and internationally. These clients range from high net worth private clients to offshore trusts, corporates and investment holding companies.
Prior to joining Investec in 2015, I spent seven years at Kleinwort Benson Private Bank. My role as a discretionary portfolio manager gave me direct exposure to stock selection, asset allocation and multi-asset class portfolio management. I focussed on managing the assets and investment strategies of private individuals, charities and pension funds.
- Reading Economics at University College London
- CFA Charterholder and a member of the CFA Society
- Certificate of Investment Management (IMC)
- Certificate of Financial Planning (CFP)
Outside of work I enjoy travelling to new destinations, hiking and eating out.
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Investec is built around it's people and has a family feel. Despite becoming a relatively large organisation, it has managed to retain a personal and unique approach.
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.