About me
I am Client Services Manager within the Wealth Team in Guernsey. I support the Investment Managers with managing existing client portfolios and also oversee the on-boarding of new business and ongoing due diligence requirements. I have several years' experience of relationship management within offshore private banking and more recently my focus shifted toward risk and compliance. This combined experience is key in supporting our small team to deliver excellent service to our clients.
Background/Experience
I am a Professional Member of the International Compliance Association and an Associate Member of the Chartered Institute for Securities & Investment. I have a broad understanding of the regulatory landscape we operate in, offering great pragmatism when dealing with new business applications. I also have a rounded knowledge of investments, financial markets and asset classes, enabling proactive support to our Investment Managers with day-to-day portfolio management.
My interests
Busy father to three young children. Avid music fan and enthusiast of all things guitar - when time allows!
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
I'm also an expert in...
A master of regional accents - can be heard on local radio promotions from time to time!
Investec Wealth & Investment combines local insight and knowledge with international experience and opportunity, delivered through talented and professional teams with an entrepreneurial spirit.