About me
Alongside a team of senior investment directors, I manage assets on behalf of private individuals, trusts, charities, IFA clients and pension schemes.
Specialisation
Investment Management
Background/Experience
After graduating university in 2010 I worked at Towers Watson Ltd specialising in investment reporting before joining Investec in 2013.
Qualifications
I have a BA (Hons) in Economics and Philosophy from the University of Sheffield. I also hold the Chartered Financial Analyst (CFA) Investment Management Certificate and the Chartered Wealth Manager Qualification from the Chartered Institute for Securities & Investment (CISI).
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.