About me
As a Senior Investment Director I manage predominantly discretionary investment portfolios on behalf of private clients, trusts and personal pension schemes.
Background/Experience
I started my career in commercial real estate management before joining Carr Sheppards in 2010, which latterly merged with Investec in 2011. Having completed a Masters in Wealth Management, I am now a Fellow Chartered member of the CISI (Chartered Institute of Securities and Investments). I play an important role in the stock and fund selection process for the wider team. I also specialise in constructing more bespoke portfolio solutions for sophisticated HNW clients, who have the requisite risk/return tolerance, via access to leveraged portfolio returns, IPO’s and investments with EIS relief. In addition, I also work closely with the private bank as well as in-house financial planners to advise on structuring and tax efficiency.
My interests
I enjoy playing competitive tennis as captain of a local tennis team, whilst I also have a strong interest in squash, golf and skiing. Other hobbies include backgammon, reading and volunteering in my local community.
My areas of expertise
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Helping private clients with their life goals and investment choices
Investec provides an 'out of the ordinary' service to clients and a truly holistic offering encompassing investment management, financial planning (tax and structuring advice) and private banking.