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
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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.