I provide advice and investment management for high net worth individuals, families and small businesses with a strong focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with my clients on preserving and growing their wealth. Focusing on each client’s unique situation, I assist with portfolio construction, asset allocation and investment management, as well as considering suitable structures and tax efficient solutions working towards their established long term goals.
My career in wealth management started at the private banking arm of US investment bank Goldman Sachs, and later with a Swiss private bank Julius Baer and most recently with Fidelity International. During my 15 years of investment management experience, I have gained comprehensive experience of investment markets and the challenges investors are faced with in the short and long term. I have managed portfolios with a variety of goals including; building financial security, maximising growth for future generations and income generation in retirement. Over the years I have also been able to stay close to my clients so they can take full advantage of opportunities presented by different market cycles and events. I am a Chartered Wealth Manager awarded by the Chartered Institute for Securities & Investments (CISI) to recognise senior members in the retail sector at the pinnacle of their profession, and I also hold the Private Client Investment Advice & Management qualification, awarded by the CISI.
Outside of work I enjoy spending time with my young family with lots of outdoor activities. You will also find me regularly at my local gym with a keen interest in wellbeing (I do however have a weak spot for donuts).
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At Investec we pride ourselves on returning the trust our clients have placed in us by giving them the peace of mind and exceptional service they deserve. We stay close to them in every stage of their journey with a friendly, helpful and positive approach.