About me
I manage assets on behalf of private clients, offshore trusts and corporate structures locally in Guernsey and overseas. I am part of the International Division of Investec Wealth and Investment, and specialise in managing portfolios for non UK resident clients.
Background/Experience
I was born and educated in Guernsey. I went on to study at Brunel University London gaining a business degree with first class honours. During my time at university, my passion for investing and interest in investments flourished. I started my career at a local investment firm where I gained 6 years of portfolio management and construction experience, overseeing the management of multiasset funds and direct bond and equity portfolios. I am a Chartered Fellow of the Chartered Institute of Securities and Investments and hold the CISI Capital Markets Certificate, CISI Investment Advice Diploma, CISI Private Client Investment & Advice Diploma and the Chartered Wealth Manager qualification.
My interests
Outside of work, I assist at a local youth work charity to support and mentor young people. I am a keen sportswoman, focusing on netball particularly and in my spare time; I enjoy staying active, looking after my horses and socializing.
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
I take great satisfaction in understanding the personal circumstances and investment objectives of our clients, to help achieve their financial goals.