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.
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.
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.
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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.