The Private Office team

Akhil Kapur
Akhil Kapur

Financial Planning Director

Alecia Khouri
Alecia Khouri

Trainee Investment Manager

Babindip Singh
Babindip Singh

Investment Director

Brian McEvoy
Brian McEvoy

Senior Investment Director

David Nguyen
David Nguyen

Senior Financial Planning Director

James Boulter
James Boulter

Head of Portfolio Management

Justine Lobel
Justine Lobel

Investment Director

Kartik Rawal
Kartik Rawal

Senior Investment Director

Marc Wright
Marc Wright

Segment Lead – Business Owners & Entrepreneurs

Mark Bibby
Mark Bibby

Trainee Investment Manager

Max Patten
Max Patten

Associate Investment Director

Michelle White
Michelle White

Head of Private Office

Sammer Nabi
Sammer Nabi

Senior Investment Director

Simon Bashorun
Simon Bashorun

Co-head Private Client Advice

Tamara Marten
Tamara Marten

Segment Lead – Corporate Executives & Professionals

Akhil Kapur
Akhil Kapur

Financial Planning Director

Alecia Khouri
Alecia Khouri

Trainee Investment Manager

Babindip Singh
Babindip Singh

Investment Director

Brian McEvoy
Brian McEvoy

Senior Investment Director

David Nguyen
David Nguyen

Senior Financial Planning Director

James Boulter
James Boulter

Head of Portfolio Management

Justine Lobel
Justine Lobel

Investment Director

Kartik Rawal
Kartik Rawal

Senior Investment Director

Marc Wright
Marc Wright

Segment Lead – Business Owners & Entrepreneurs

Mark Bibby
Mark Bibby

Trainee Investment Manager

Max Patten
Max Patten

Associate Investment Director

Michelle White
Michelle White

Head of Private Office

Sammer Nabi
Sammer Nabi

Senior Investment Director

Simon Bashorun
Simon Bashorun

Co-head Private Client Advice

Tamara Marten
Tamara Marten

Segment Lead – Corporate Executives & Professionals

Strategic Wealth Advisory

Helping successful entrepreneurs, esteemed law partners, experienced board members, or accomplished financial professionals who ask themselves “what’s next?”.

Financial planning and philanthropy

Investment management

Banking and financing

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.