About me
My aim is build long term, trusting relationships with clients, based on sensible advice, good service and investment performance. Building a personal relationship assists greatly with managing bespoke portfolios, reflecting the needs and values of the individual. I look after international clients and UK residents alike, as well as trusts and investment holding companies. The global nature of our portfolios gives access to greater diversification and a wide range of individual investment opportunities. I also work closely with private bank colleagues to help give access to the expertise that Investec can offer.
Background/Experience
I graduated with a history degree from Bristol University which has given me vital critical reasoning and analytical skills for my current role. Having started my career at Investec in a smaller regional office, I moved to London to join the international team in 2014. Since then I have managed global portfolios for international and UK clients. Having looked after a variety of clients with different needs, this experience has helped give me a broader understanding of different client requirements. I have also obtained my Investment Advice Diploma, Private Client Investment Management qualification and CISI Wealth Management Masters.
My interests
I am a keen sports fan and played cricket for many years. I now spend more time on the golf course. I am also a keen amateur wildlife photographer and nature lover which takes me to lots of exciting places.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Taking my camera anywhere there might be wildlife.
We pride ourselves on offering an extremely high level of service to our clients, whilst having access to the wide range of resources and strengths that Investec has to offer.