I specialise in building and managing bespoke portfolios on behalf of private individuals (including pensions and ISAs), charities, trusts and corporates. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. As a CFA chaterholder and with a background in pure portfolio management, I enjoy investment discussion with my clients and coming up with whatever solution is required to meet their needs.
Following a two year spell at an American asset manager, I joined our Wealth and Investment department in 2015 in order to manage investment portfolios on behalf of a wide variety of clients. I am a CFA Charterholder having completed all three levels of the Chartered Financial Analyst program. I am also a Chartered Wealth Manager and Fellow of the Institute for Securities & Investments (CISI), having completed the CISI’s Chartered Wealth Manager qualification. I also have a BSc in Economic & Politics from Exeter University.
I am a keen gardener, hockey player, supporter of the Exeter Chiefs and walker of my border terrier 'Lola'.
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My aim is to offer an unparalleled investment service to both my clients and their intermediaries. The breadth and depth of expertise available at Investec allows us to find extraordinary solutions, now matter how nuanced the situation.
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.