About me
I specialise in managing bespoke discretionary private client portfolios, with a focus on adding value through rigorous active management. I enjoy meeting clients directly to learn their personal requirements, and implementing a strategy tailored to meeting these over the medium to longer-term. I enjoy building a relationship with clients, many of whom I have worked with for over fifteen years.
Background/Experience
I have managed private client portfolios since 2003, initially with a UK bias, but increasingly with a more global focus.
My Interests
I am fortunate to have a large family, and spend most of my spare time juggling my four children. I also enjoy sailing and hill walking around the British Isles.
My areas of expertise
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Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
Investec have a genuine passion for investing that is pretty unique. We enjoy the intellectual challenge of capital markets, and work tirelessly to improve our investment skills to deliver great results for our clients.
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.