Associate Director - Wealth Planning
My primary role is to work with wealthy families in order that they can achieve their financial aspirations both now and over the longer term.
I endeavour to support my clients so that, together, we can alleviate from them the stresses and concerns of looking after their financial affairs alone. Alongside my colleagues, we develop a deep understanding of our clients’ needs and objectives before delivering a combination of multi-asset portfolio management alongside specialised wealth planning advice.
Cognisant that these needs and objectives are ever-developing throughout our clients’ lifetimes, we maintain a frequent dialogue to ensure any alterations to the strategy can be made as individual circumstances and the world we live in evolves. The focus for each client, whether that be affluent families, trusts or corporates, is to construct the most suitable investment portfolios for their own unique situation, alongside ensuring their assets are held within the most relevant and tax efficient structures.
I joined Investec in 2018 from Commerzbank, where I worked on a structured products trading desk and whose clients included a number of Wealth Management firms and similar organisations. There I developed the foundation to my knowledge of global markets as well as gaining an insight into the Wealth Management industry more broadly.
Since joining the firm, I have worked within a dynamic and integrated team which has been an excellent way to build up hands-on experience as we constantly learn from one another. I have completed the CISI Chartered Wealth Manager Qualification as well as the Investment Advice Diploma both in Financial Planning as well as Securities & Investment.
I'm a keen sportsman and enjoy most watching or playing most sports but in particular play as much golf and cricket as I can. I live in Islington so enjoy exploring London whilst I'm also a keen traveller.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
I'm also an expert in...
The best golf courses within reach of central London.
We help clients grow and preserve their wealth in an increasingly complex world by integrating expert investment management with multi-generational strategic wealth planning; well supported by Private Banking specialists.