About me
I specialise in structuring multi-asset investment portfolios for high-net-worth individuals and families. I manage a broad range of investment portfolios for individual private clients, pensions, trusts, charities and corporates. I also have extensive experience managing tax planning structures, including offshore bonds and family trusts.
Specialisation
Investment Management
Background/Experience
I started my career at HSBC Global Asset Management specialising in private client wealth management, I joined Investec in 2012.
Qualifications
I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and hold the Masters in Wealth Management Diploma. I studied Economics at Greenwich University.