About me
I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions.
I work as a Senior Investment Director and provide investment advice around portfolio construction/asset allocation as well as ensuring assets are structured tax efficiently.
Background/Experience
I began my career over 20 years ago at Barclays, working for both Barclays Stockbrokers and Barclays Wealth, before joining Merrill Lynch Wealth Management in 2010. I moved to Julius Baer as part of the acquisition of Merrill Lynch’s International Wealth management in 2014, before progressing to Investec in 2017.
Qualifications
I hold a Bsc (Honours) in Business Studies with History from the University of Surrey and I am a Fellow of the Chartered Institute for Securities & Investment (CISI).
Interests
I am a farmer’s son from Suffolk and a keen sportsman, I enjoy rugby, shooting and golf.