I am an investment manager within the Charities Team helping a number of organisations within the not-for-profit sector. I liaise directly with clients to understand their needs and build portfolios that help their organisations achieve their longer-term ambitions on behalf of their beneficiaries. I work closely with our research team to create bespoke portfolios that deliver clients’ investment needs in the context of their differing values and ethical views. I have an interest in responsible investment, looking at the Environmental, Social and Governance issues affecting our portfolios.
I joined the firm in 2014 having gained a First Class Honours degree in Civil Engineering from the University of Exeter. I have obtained the CISI Level 7 Chartered Wealth Management Qualification and am a Chartered Fellow of the Chartered Institute For Securities & Investment. I have an interest in sustainable finance, having studied this with the University of Cambridge Institute for Sustainable Leadership. I hold the CFA Certificate in ESG Investing.
Outside of work my hobbies include sailing, cycling, skiing and reading. I live in Earlsfield in South London.
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Our ambition at Investec is to help trustees maximise their impact on behalf of beneficiaries. We do this by listening to trustees and delivering tailored solutions that best suit their organisations' needs, relying on our considerable in-house experience and expertise.
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.