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 Fellow 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!
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Falling off of my snowboard!
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.