I'm responsible for managing portfolios on behalf of individuals and families and provide advice to high net worth private clients around ‘liquidity events’. My team and I are specifically set up to provide the highest level of professional expertise for entrepreneurs, business owners and senior executives, focusing on understanding the wider needs of their family and offering bespoke wealth management and financial planning. To ensure wealth is maximised and protected we offer a customised service and tailored investment advice which takes into account demanding circumstances, an unconventional approach to business and a wealth strategy that will change over time. I aim to understand a client's goals in both the short and long term, and tailor a bespoke a portfolio to meet their objectives. By working alongside a client's existing financial planner or introducing them to one of our in-house financial planners, I also create a financial plan to help them meet their requirements from ISA's, pensions, trusts, offshore bonds, succession planning and inheritance tax planning. Most of my clients consider their corporate wealth and personal wealth as one, therefore I am able to introduce them to the wider Investec services such as mortgages, FX, aviation and high-end vehicle finance, equity, debt, and asset finance.
I began my career at Brewin Dolphin and later worked as a senior financial adviser for ten years at Merrill Lynch Global Wealth Management, where I managed multi-currency international portfolios for high net worth clients. In 2009, I joined Rensburg Sheppards (now Investec) as an investment director. Between 2012 and 2016 I was head of the international business, managing the team relationships within the offshore centres of Guernsey, Switzerland, Hong Kong, Mauritius and the International desks in London. I’m a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI), a Member of the Chartered Institute for Securities and Investment and I am fully FCA registered. I am also a founding member of the Investec Entrepreneur's Committee.
Outside of work I enjoy spending time with my family and escaping into the countryside for a run with my dog. I am a keen tennis player and like to get onto the court when time allows between work and family.
My areas of expertise
Contact me via the form above to learn more about....
We are able to engage with our clients through different stages of their personal and business life cycle whether that is building and growing wealth, preserving wealth, or passing wealth onto future generations through financial planning. Our strength comes from our ability to find those with an entrepreneurial ‘glint in their eye’ and help them succeed. We strive to be ‘out of the ordinary’ in everything we do. Today we are part of a global financial organisation with over 8,000 people. Times have changed but our resolve and principles never will.