I am an Senior Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.
I joined Investec in 2013 having spent three years, post graduation, working in financial derivatives. This enabled me to gain a broad understanding of financial markets, before transitioning to the wealth management industry. Since joining Investec, I have obtained the CISI Level 4 Diploma in Investment Advice, as well as the CISI Level 7 Chartered Wealth Management Qualification. My continued studies have provided the opportunity to expand my knowledge of regulation, portfolio construction and financial planning services. To further my knowledge and experience of ethical investments, I am currently studying towards the CFA Certificate in ESG Investing.
I love to travel, both within the UK and abroad, and I have a keen interest in wildlife which has led me to some remote locations in search of some unusual creatures. Having spent my third year at university in Grenoble, I also enjoy skiing in the French Alps with friends and family.
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Striving to achieve our clients' financial objectives is at the heart of what we do at Investec. The relationships we build with our clients along the way, enables us to provide a highly professional and personal service.
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.