About me
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.
Background/Experience
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.
My interests
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.
My areas of expertise
Contact me via the form to learn more about...
Helping charities and mutuals with planning and investments
Classic Science-Fiction…
