Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I head the portfolio management function at Investec Wealth & Investment UK. I am responsible for the processes surrounding how we build investment portfolios for our clients. My area of interest involves everything to do with the construction of portfolios for our clients, as well as the effectiveness with which we manage live client portfolios. This means focusing on selecting the right kind of securities, and optimally combining them into portfolios which deliver on our clients' risk and return expectations.
Background/Experience
I have spent most of my career in the asset management industry, managing global equity portfolios on behalf of large institutional clients. After risk and portfolio management roles at Credit Suisse, Goldman Sachs, Barings, and Schroder Investment Management, I moved to Investec Wealth & Investment as head of International Equities. I have BBusSc(Hons) degree in Business Finance from the University of Cape Town, an MSc in Quantitative Finance from the University of London, and am a CFA Charterholder.
My interests
In my spare time, I enjoy playing the piano (I'm classically trained), hiking, and spending time with my family and friends.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
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.