As Senior Director of Multi Asset Portfolios, I have the privilege of leading a dedicated team of investment professionals who bring a wealth of expertise to our investment strategies.
I am responsible for the oversight of the firm’s multi-asset illustrative portfolios. With an unwavering eye towards optimising returns and risk diversification, I am constantly seeking new and innovative ways to enhance our investment offerings.
I am also deeply committed to sharing our insights and perspectives with clients and peers. By driving awareness of our capabilities and working together as a team, we can create portfolios that genuinely make a difference for our clients.
Over the years, I have gained valuable experience in constructing multi-asset portfolios for clients, comprehending risk management principles and return drivers while supporting clients in achieving their financial objectives.
I have seen the industry undergo tremendous change, not just in terms of the shifting demographic in clients as wealth shifts hands from Baby Boomers to millennials but how technology is beginning to reshape portfolio management techniques and client relationships. While change can feel daunting, it is a remarkable opportunity for innovation and collaboration, which I am incredibly passionate about.
I am a CFA charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.
In my free time, I enjoy losing myself in a good book or a refreshing swim and find both great ways to unwind and spark creativity.
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.