Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
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.