My role is to build bespoke, actively managed investment portfolios for private individuals, pension funds, trusts and corporate clients. Over many years I have formed trusted relationships with my clients to better understand their specific family requirements and to ensure funds are appropriately invested for future generations. Portfolios are created using a spread of investments across different asset classes including domestic and international shares, fixed interest, infrastructure funds and structured products. I am committed to providing a first class service to my clients and their advisers. This approach is also shared by my wider team of skilled and experienced professionals.
Before joining Investec in 2006, I was part of the investment team responsible for managing assets on behalf of one of the UK’s largest pension funds, the British Coal Pension Scheme. Whilst in this role, I qualified as a Chartered Accountant (FCCA). Since joining Investec I have qualified as a Fellow of the Chartered Institute for Securities & Investment (FCSI) and passed Level 1 of the Chartered Financial Analyst Program. I am also an active member of various committees across the Investec group.
Outside of work I am a keen cricketer and golfer. However, finding time to play either is difficult with young twins!
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We take the time to properly investigate client needs and requirements. This deep understanding of client circumstances is paramount when constructing a tailored wealth management strategy.