About me
As an 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 if the CISI (Chartered Institute of Securities and Investments). I also play an important role in the stock and fund selection process for the wider team.
My Interests
I enjoy playing competitive tennis, squash and golf. Other hobbies include Backgammon and reading (specifically biographies and Phycology).
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.