My primary role is to assist Jonathan Manning and Hannah Goody in looking after and supporting their clients. Our objective is to help clients achieve their long term financial goals and to alleviate them from the stresses and concerns of looking after their financial affairs alone. 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 from Commerzbank, the German Investment Bank, where I worked on a structured products desk whose clients included a number of Private Wealth Management firms. There I developed my early knowledge of global markets as well as gaining an insight into the Wealth Management industry more broadly and so was delighted at the opportunity to join Investec. Since arriving I have further developed my knowledge through formal qualifications, such as the Investment Advice Diploma of the Chartered Institute of Securities & Investment (CISI) and I’m currently midway through the CISI Chartered Wealth Manager Qualification, which I hope to complete in the early part of 2021. Through my role in supporting two experienced Directors, I have gained hands-on experience in looking after clients and this has enabled me to develop in areas that an exam cannot teach you.
I live in Islington and enjoy spending my spare time exploring what North London has to offer, whilst my family home is in Hertfordshire and I travel back to captain my local cricket team, Letchworth. I'm also a keen traveller and enjoy spending weekends on the golf course.
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Investec helps clients preserve and grow their wealth in an increasingly complex world by integrating expert investment management with multi-generational strategic wealth planning; well supported by Private Banking specialists.