As an investment director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and investment objectives, I build a bespoke investment portfolio that suits their present and future needs. I specialise in private client, pension, charity and trust investment management, and work closely with my financial planning colleagues where appropriate, to ensure a holistic service is provided. Having a legal background, I tend to favour finding tax efficient solutions for my clients, which can help increase returns over the long term. To ensure the best possible outcome for my clients I work closely with our in-house research team to identify suitable investments for client portfolios that will deliver for them over the years.
With over a decade of experience at Investec, I have formed close relationships with all my clients. Before joining Investec on a graduate scheme in 2010, I studied law in London, having graduated in 2009 from Bristol University.
- Chartered Wealth Manager
- Masters in Wealth Management (CISI Level 7)
I enjoy music and sing with, or direct, a number of choirs in London. When not at home with my wife and two small children, I can usually be found on the golf course (often in a bunker, or in the trees), or at Twickenham Stoop watching Harlequins rugby. When I can, I try to play team sports, and for many years I captained the Investec cricket team.
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I take great pride in building trusting relationships with my clients. It is a privilege and a responsibility to be entrusted with my clients' hard earned wealth. Whist money may not be the most important thing in one's life, when it is important to my clients, it is important to me.