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
Contact me via the form above to learn more about....
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.