I am a senior investment director, working in our specialist charities team based in London. I provide bespoke investment advice and management to a diverse group of charity clients, working closely with Trustees to create portfolios tailored to meet their objectives. I am passionate about sustainability and am a member of our environmental research group as well as sitting on our Collectives investment committee.
Before joining the Investec charities team in 2022, I spent the past two decades at C. Hoare & Co. and Cazenove Capital in both relationship and portfolio management roles, working with private clients as well as family and charitable trusts. Understanding our charity client’s needs and delivering meaningful solutions is of great value to me. I am a Chartered Fellow of the Chartered Institute for Securities & Investment.
I am an avid reader, gardener and traveller. I have a fascination for neolithic structures. I also enjoy hosting and cooking for my friends and family as often as possible.
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It is wonderful to work in a cohesive team where every member is a hundred percent committed to the highest level of client outcome and care.
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.