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About me

I manage discretionary investment portfolios for a broad range of clients, including pensions, trusts and charities. I also work with advisers to build portfolios that meet their clients’ objectives.

Specialisation

Portfolio Management

Background/Experience

After graduating in 1995, I joined Shore Capital Stockbrokers as a trainee stock broker. I later left to join Carr Sheppards (now Investec) as an Investment Manager.

Qualifications

I’m a Chartered Member of the Chartered Institute for Securities and Investment (CISI).

My interests

I’m a keen cyclist.

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.