Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I have worked at Investec Wealth & Investment since 2009 and lead the direct fixed income process as Head of Fixed Income Solutions within the Investment Research Office (IRO). A key area of my focus is credit analysis (including financial & non-financial issuers). Working alongside the Senior Fixed Income Portfolio Director, my analysis supports the direct fixed income mandates that are centrally managed by the IRO. I also provides specialist bank credit analysis to IW&I’s internal Treasury team. I take the lead in providing fixed income strategy to the wider business and am a member of the Global Asset Allocation (GAAC) committee.
Background/Experience
I have developed an in-depth understanding of the fixed income market and have a proven track record in fundamental credit analysis that has consistently generated above benchmark performance in a number of fixed income mandates. I have a BSc (Hons) Economics degree from the University of Bath, which included a one year placement with HM Treasury. Before I joined Investec, I worked at F&C Asset Management as an analyst on an alternative fund strategy.
My interests
I enjoy spending time with friends & family, cooking and occasionally visiting the gym.
My areas of expertise
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Helping IFAs with investment management for their clients
Helping charities and mutuals with planning and investments
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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.