Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I am a Senior Investment Director at Investec Wealth & Investment. I have over 20 years of industry experience. Most recently as a portfolio manager in our South African office managing a range of multi-manager funds for our private clients. I am responsible for overseeing Investec's Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.
Background/Experience
My expertise lies in managing fund of fund portfolios, having co-managed the Investec Balanced Fund of Funds & Investec Active Income Fund of Funds for our South African clients. I am a CFA Charterholder, obtained a B.Soc Science (Hons) from the University of KZN & hold a post graduate degree in Financial Planning from the University of the Orange Free State.
My interests
Having relocated to London, I spend my weekends exploring the city's many cultural treasures. I enjoy going to the theatre, discovering new restaurants and taking the odd day trip to nearby towns. As an aspiring well-being coach, I have a daily ritual that includes exercise, yoga & meditation.
My areas of expertise
Contact me via the form to learn more about...
Helping charities and mutuals with planning and investments
Helping IFAs with investment management for their clients
Ask me if you want a list of the best spas in London.
Clients investing with Investec benefit from our hybrid perspective, gained from managing money in emerging & developed markets.
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.