Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I work with the Investment Risk team where I assist in the implementation and monitoring of our suitability process. My role involves reviewing and producing various suitability related reports as well as assisting Investment Managers through quality assurance audits and advising them on any suitability queries they may have.
Background/Experience
Before joining IW&I, I spent three years working as an analyst in the Financial Crime team for Investec Asset Finance. I graduated with a BSc Joint Honours degree in Maths and Economics from the University of Nottingham in 2019 and have since completed the Level 4 CISI Investment Advice Diploma.
My interests
Outside of work I'm passionate about many sports, particularly football which I play a few times a week. I am also a film enthusiast and enjoy spending time with family and friends.
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.