I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as manage funds for charities and endowments. My aim is to help clients meet their long-term goals and objectives, whilst also helping them to build positive investment habits. By getting an understanding of a client’s current position, requirements and financial goals, we are able to create bespoke portfolios that are structured to meet their objectives, whilst also remaining tax efficient.
I am a Chartered Member of the Chartered Institute for Securities & Investment, and hold a degree in Economics. Post graduation, I worked for Investec for just under 5 years, before moving across to Sanlam Wealth as an investment manager. Later, I assumed the role of content director for a global investment media company. We ran events and conferences across the globe and produced investment content that was consumed by investment experts internationally. A key part of the role was developing and maintaining relationships with business experts, government officials, association executives, and industry influencers. I have now gone full circle and re-joined Investec!
My interests Fitness, travel and education are key interests of mine. I am a keen explorer and enjoy learning about different cultures. So far, I have been fortunate enough to travel around Australia, New Zealand, Canada and North America. I am a regular gym goer, but also a student of combat sports, I have boxed for over 5 years and more recently have started Krav Maga and kickboxing. Previously, I was also a member of the elite player development programme at Bath rugby academy. When I am not in the gym, you can find me on the slopes with my snowboard or hiking in the mountains. I am always up for a challenge!
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Falling off of my snowboard!