About me
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.
Background/Experience
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.
Qualifications include:
- 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)
My interests
Outside of work I enjoy travelling to new destinations, hiking and eating out.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
I'm also an expert in...
Where to find the best "al fresco" coffee in London.
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