About me
I am part of the portfolio management team where I am responsible for constructing, maintaining, and optimising our multi-asset strategies to serve all of our clients with their specific needs and goals through all weathers of the economy.
Specifically, I am part of the investment process where I provide analytics and visuals to inform members of the investment committees about portfolio performance and positioning.
This dynamic approach iterating with our strategists, asset class specialists, and investment managers allows us to embed our deep research capabilities front and centre in our portfolios to provide a high-touch service to clients.
I also work closely with members of the strategy team on projects with a specific focus on data analysis, data integration and digital wealth management.
Background/Experience
I graduated in Mathematics & Actuarial Science from Queen Mary, University of London and joined Investec in 2021 where I was an assistant investment manager helping manage private client portfolios and later transitioned over to the Research office in the portfolio management team. Prior to joining Investec, I was working for a digital consultancy firm.
I’ve completed the Investment Advice Diploma, Investment Management Certificate and I am currently studying toward my CFA charter.
My interests
I like doing outreach helping enterprises that further social mobility, producing digital content and enjoying calisthenics, cooking new dishes and travelling.
My areas of expertise
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Helping private clients with their life goals and investment choices
Investec provides a high-touch client service combining a deep and robust research offering with a personalised investment management service embodying our core values as a firm and as people.