About me
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.
Background/Experience
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.
My interests
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).
My areas of expertise
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Helping private clients with their life goals and investment choices
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.