Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I manage a wide range of discretionary portfolios on behalf of private clients, pension funds and trusts. I’m heavily involved with the IFA community and have built strong relationships with professional intermediaries in the local area and beyond.
Specialisation
Investment Management
Background/Experience
After graduating, I joined the Bournemouth office of Christows, which later became Williams de Broё (now Investec) in 2001.
Qualifications
I have an Honours degree from Cardiff University Business School. I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI), and hold the Institute’s Diploma qualification.
My interests
I like to keep fit and enjoy running and playing squash.
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.