I support and work closely with a small team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests. Additionally, I liaise with clients and IFAs directly to build, develop and maintain relationships in conjunction with the team.
I started my career in financial services at Lloyds Private Banking where I worked for two years. I then joined UBS Wealth Management where I spent a number of years as a client adviser assistant, and subsequently was promoted to associate director. My role was to support client advisors and their client base in a wide range of offerings and banking solutions as well as building client relationships.
In my spare time I enjoy cycling, singing and travelling.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Investec provides the ability to build an investment solution and offering around individuals and families needs, that incorporates flexibility for their requirements.