Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I work with my clients to construct investment portfolios that meet their specific requirements and are suited to their individual circumstances. I recognise that no two clients' circumstances are the same and as a result I engage with people to fully understand what they are trying to achieve, so that I can provide a bespoke service, tailored to their specific requirements and adapted over time as may be required. I specialise in bespoke discretionary management of multi asset client portfolios on behalf of individuals, trusts, corporations and pension funds. In addition to working with private clients I also work with intermediaries, collaborating together to deliver their clients' investment objectives.
Background/Experience
Having started my financial career at Barclays Bank Plc, I joined Investec (previously Williams de Broë) as an administrator, where I gained valuable experience regarding the operational side of investment management. After completing the CISI Certificate in Wealth Management qualification I moved into a client facing role as an investment assistant, benefiting from the experience of working alongside an investment director and being in regular contact with clients. I have since achieved the CISI Chartered Wealth Manager qualification and taken up the role of investment manager, managing my own clients and assisting Charles Newsome, divisional director, in the management of his client portfolios.
My interests
My main hobbies include playing the guitar (I had been having lessons at Jimi Hendrix's old flat in Soho, which is now a museum), attending live music events, and running and participating in circuits classes to try and keep fit. I am also learning to speak French, as my fiancée is from Quebec, French-Canada.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Investec is well placed to offer a highly competitive investment management service to our clients through our disciplined investment process, fully supported by a strong research team and guided by our investment committees. This is complemented by engaging with our financial planners to cover all aspects of wealth and estate planning, and working alongside colleagues in other areas of the business to provide any private banking solutions that may be required.
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.