Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
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Private Office
Meet the team
Get to know our team dedicated to delivering exceptional outcomes for clients.
Wealth Management
Michelle White
Head of Private Office
Drawing on the broad and deep resources across Investec, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.
Michelle White
Head of Private Office
Drawing on the broad and deep resources across Investec, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.
Marc Wright
Segment Lead – Business Owners & Entrepreneurs
Marc specialises in providing wealth management advice to high-net-worth and ultra-high-net-worth entrepreneurs and business owners. He works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple and work across generations. As such Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.
Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders Awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment
Marc Wright
Segment Lead – Business Owners & Entrepreneurs
Marc specialises in providing wealth management advice to high-net-worth and ultra-high-net-worth entrepreneurs and business owners. He works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple and work across generations. As such Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.
Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders Awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment
Tamara Marten
Segment Lead – Corporate Executives & Professionals
Tamara Marten
Segment Lead – Corporate Executives & Professionals
Tamara specialises in delivering comprehensive investment management services to high-net-worth individuals, focusing on clients in the legal and financial industries as well as corporate executives.
Drawing on her experience of working with professional clients, Tamara understands the need for efficient and simple investment advice and execution. She works closely with clients to construct investment portfolios which complement their personal and professional growth, adapting to changing risk appetites through their career progression as well as developing investment strategies to complement their in-house requirements.
Tamara started her career in FX, working with institutional and private clients at Lehman Brothers, Barclays and Citi Private Bank. She transitioned to wealth management as a Private Banker, covering Family Offices, before leading the EMEA Investments team at Citi focusing on legal and financial industry clients.
Tamara graduated with an honours degree in Economics and Finance from the University of Bristol and speaks fluent Russian.
Tamara Marten
Segment Lead – Corporate Executives & Professionals
Tamara specialises in delivering comprehensive investment management services to high-net-worth individuals, focusing on clients in the legal and financial industries as well as corporate executives.
Drawing on her experience of working with professional clients, Tamara understands the need for efficient and simple investment advice and execution. She works closely with clients to construct investment portfolios which complement their personal and professional growth, adapting to changing risk appetites through their career progression as well as developing investment strategies to complement their in-house requirements.
Tamara started her career in FX, working with institutional and private clients at Lehman Brothers, Barclays and Citi Private Bank. She transitioned to wealth management as a Private Banker, covering Family Offices, before leading the EMEA Investments team at Citi focusing on legal and financial industry clients.
Tamara graduated with an honours degree in Economics and Finance from the University of Bristol and speaks fluent Russian.
Kartik Rawal
Senior Investment Director
The individuals and families I work with are unified in wanting a better future with opportunity and choice either for their immediate and extended families, for society, their communities, or for themselves. My role is to free those I work with from the burden of making complex financial decisions on their own and without assistance. For each client I lead a team of experienced colleagues who deliver excellence service and professional advice in the sphere of wealth management. We demonstrate a deeper insight and a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make when managing their wealth and investments across their personal or business life-cycle.
Kartik Rawal
Senior Investment Director
The individuals and families I work with are unified in wanting a better future with opportunity and choice either for their immediate and extended families, for society, their communities, or for themselves. My role is to free those I work with from the burden of making complex financial decisions on their own and without assistance. For each client I lead a team of experienced colleagues who deliver excellence service and professional advice in the sphere of wealth management. We demonstrate a deeper insight and a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make when managing their wealth and investments across their personal or business life-cycle.
Mark Bibby
Associate Investment Manager
Mark graduated from the University of Nottingham with a degree in Mathematics and joined the Pension and Investment provider AJ Bell soon afterwards. Mark recently joined Investec in May 2023 as a Trainee Investment Manager supporting Michelle White and the HNW team, and is currently studying towards the CISI Chartered Wealth Manager qualification. Having previously worked as a fund analyst and subsequently as a sales consultant and key account relationship manager with IFA intermediaries. Mark brings his attention to detail and his experience in managing projects and complex client scenarios to the team.
Mark Bibby
Associate Investment Manager
Mark graduated from the University of Nottingham with a degree in Mathematics and joined the Pension and Investment provider AJ Bell soon afterwards. Mark recently joined Investec in May 2023 as a Trainee Investment Manager supporting Michelle White and the HNW team, and is currently studying towards the CISI Chartered Wealth Manager qualification. Having previously worked as a fund analyst and subsequently as a sales consultant and key account relationship manager with IFA intermediaries. Mark brings his attention to detail and his experience in managing projects and complex client scenarios to the team.
Michelle White
Head of Private Office
Drawing on the broad and deep resources across Investec, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.
Michelle White
Head of Private Office
Drawing on the broad and deep resources across Investec, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.
Marc Wright
Segment Lead – Business Owners & Entrepreneurs
Marc specialises in providing wealth management advice to high-net-worth and ultra-high-net-worth entrepreneurs and business owners. He works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple and work across generations. As such Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.
Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders Awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment
Marc Wright
Segment Lead – Business Owners & Entrepreneurs
Marc specialises in providing wealth management advice to high-net-worth and ultra-high-net-worth entrepreneurs and business owners. He works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple and work across generations. As such Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.
Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders Awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment
Tamara Marten
Segment Lead – Corporate Executives & Professionals
Tamara Marten
Segment Lead – Corporate Executives & Professionals
Tamara specialises in delivering comprehensive investment management services to high-net-worth individuals, focusing on clients in the legal and financial industries as well as corporate executives.
Drawing on her experience of working with professional clients, Tamara understands the need for efficient and simple investment advice and execution. She works closely with clients to construct investment portfolios which complement their personal and professional growth, adapting to changing risk appetites through their career progression as well as developing investment strategies to complement their in-house requirements.
Tamara started her career in FX, working with institutional and private clients at Lehman Brothers, Barclays and Citi Private Bank. She transitioned to wealth management as a Private Banker, covering Family Offices, before leading the EMEA Investments team at Citi focusing on legal and financial industry clients.
Tamara graduated with an honours degree in Economics and Finance from the University of Bristol and speaks fluent Russian.
Tamara Marten
Segment Lead – Corporate Executives & Professionals
Tamara specialises in delivering comprehensive investment management services to high-net-worth individuals, focusing on clients in the legal and financial industries as well as corporate executives.
Drawing on her experience of working with professional clients, Tamara understands the need for efficient and simple investment advice and execution. She works closely with clients to construct investment portfolios which complement their personal and professional growth, adapting to changing risk appetites through their career progression as well as developing investment strategies to complement their in-house requirements.
Tamara started her career in FX, working with institutional and private clients at Lehman Brothers, Barclays and Citi Private Bank. She transitioned to wealth management as a Private Banker, covering Family Offices, before leading the EMEA Investments team at Citi focusing on legal and financial industry clients.
Tamara graduated with an honours degree in Economics and Finance from the University of Bristol and speaks fluent Russian.
Kartik Rawal
Senior Investment Director
The individuals and families I work with are unified in wanting a better future with opportunity and choice either for their immediate and extended families, for society, their communities, or for themselves. My role is to free those I work with from the burden of making complex financial decisions on their own and without assistance. For each client I lead a team of experienced colleagues who deliver excellence service and professional advice in the sphere of wealth management. We demonstrate a deeper insight and a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make when managing their wealth and investments across their personal or business life-cycle.
Kartik Rawal
Senior Investment Director
The individuals and families I work with are unified in wanting a better future with opportunity and choice either for their immediate and extended families, for society, their communities, or for themselves. My role is to free those I work with from the burden of making complex financial decisions on their own and without assistance. For each client I lead a team of experienced colleagues who deliver excellence service and professional advice in the sphere of wealth management. We demonstrate a deeper insight and a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make when managing their wealth and investments across their personal or business life-cycle.
Mark Bibby
Associate Investment Manager
Mark graduated from the University of Nottingham with a degree in Mathematics and joined the Pension and Investment provider AJ Bell soon afterwards. Mark recently joined Investec in May 2023 as a Trainee Investment Manager supporting Michelle White and the HNW team, and is currently studying towards the CISI Chartered Wealth Manager qualification. Having previously worked as a fund analyst and subsequently as a sales consultant and key account relationship manager with IFA intermediaries. Mark brings his attention to detail and his experience in managing projects and complex client scenarios to the team.
Mark Bibby
Associate Investment Manager
Mark graduated from the University of Nottingham with a degree in Mathematics and joined the Pension and Investment provider AJ Bell soon afterwards. Mark recently joined Investec in May 2023 as a Trainee Investment Manager supporting Michelle White and the HNW team, and is currently studying towards the CISI Chartered Wealth Manager qualification. Having previously worked as a fund analyst and subsequently as a sales consultant and key account relationship manager with IFA intermediaries. Mark brings his attention to detail and his experience in managing projects and complex client scenarios to the team.
Michelle White
Head of Private Office
Drawing on the broad and deep resources across Investec, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.
Marc Wright
Segment Lead – Business Owners & Entrepreneurs
Marc specialises in providing wealth management advice to high-net-worth and ultra-high-net-worth entrepreneurs and business owners. He works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple and work across generations. As such Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.
Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders Awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment
Tamara Marten
Segment Lead – Corporate Executives & Professionals
Tamara specialises in delivering comprehensive investment management services to high-net-worth individuals, focusing on clients in the legal and financial industries as well as corporate executives.
Drawing on her experience of working with professional clients, Tamara understands the need for efficient and simple investment advice and execution. She works closely with clients to construct investment portfolios which complement their personal and professional growth, adapting to changing risk appetites through their career progression as well as developing investment strategies to complement their in-house requirements.
Tamara started her career in FX, working with institutional and private clients at Lehman Brothers, Barclays and Citi Private Bank. She transitioned to wealth management as a Private Banker, covering Family Offices, before leading the EMEA Investments team at Citi focusing on legal and financial industry clients.
Tamara graduated with an honours degree in Economics and Finance from the University of Bristol and speaks fluent Russian.
Kartik Rawal
Senior Investment Director
The individuals and families I work with are unified in wanting a better future with opportunity and choice either for their immediate and extended families, for society, their communities, or for themselves. My role is to free those I work with from the burden of making complex financial decisions on their own and without assistance. For each client I lead a team of experienced colleagues who deliver excellence service and professional advice in the sphere of wealth management. We demonstrate a deeper insight and a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make when managing their wealth and investments across their personal or business life-cycle.
Mark Bibby
Associate Investment Manager
Mark graduated from the University of Nottingham with a degree in Mathematics and joined the Pension and Investment provider AJ Bell soon afterwards. Mark recently joined Investec in May 2023 as a Trainee Investment Manager supporting Michelle White and the HNW team, and is currently studying towards the CISI Chartered Wealth Manager qualification. Having previously worked as a fund analyst and subsequently as a sales consultant and key account relationship manager with IFA intermediaries. Mark brings his attention to detail and his experience in managing projects and complex client scenarios to the team.
Financial Planning
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Simon Bashorun
Co-head Private Client Advice
I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I am the Co-head of Private Client Advice.
Portfolio Management
James Boulter
Head of Portfolio Management
I studied Economics and Modern History at the University of St Andrews, graduating in 2010. From there I joined Bank of America on the bank's graduate scheme and was subsequently recruited to Merrill Lynch Portfolio Managers and given responsibility for the management of multi-asset portfolios in 2012. The international wealth management operations of Merrill Lynch were acquired by Julius Baer in 2013.
I joined Investec in 2016, where I oversee the management of portfolios for HNW clients. Specialising in fixed income investments, I am the lead manager of the Global Real Return Strategy and a member of Investec's Fixed Income Investment Committee.
James Boulter
Head of Portfolio Management
I studied Economics and Modern History at the University of St Andrews, graduating in 2010. From there I joined Bank of America on the bank's graduate scheme and was subsequently recruited to Merrill Lynch Portfolio Managers and given responsibility for the management of multi-asset portfolios in 2012. The international wealth management operations of Merrill Lynch were acquired by Julius Baer in 2013.
I joined Investec in 2016, where I oversee the management of portfolios for HNW clients. Specialising in fixed income investments, I am the lead manager of the Global Real Return Strategy and a member of Investec's Fixed Income Investment Committee.
Brian McEvoy
Senior Investment Director
My career in wealth management started in 2008 with Merrill Lynch in San Diego, California. I went on to work with a Dublin-based, Berkshire Hathaway subsidiary specialising in fixed income asset management, before joining the Bank of America Merrill Lynch graduate programme in London. During this period, I worked on the institutional client group’s European equity sales desk and within global investment solutions, covering equity, derivatives and foreign exchange.
In 2012, I joined the wealth management division (later acquired by Julius Baer Group) where I managed multi-asset portfolios for high-net-worth clients. I was also co-lead for their UK equity strategy.
I joined Investec Wealth & Investment (UK) in 2016. I am a member of Investec’s International Stock Selection Committee and the Equity Collectives Investment Selection Committee.
I am a Chartered Financial Analyst (CFA) Charterholder and hold a Bachelor of Commerce, Honours degree from University College Dublin.
Brian McEvoy
Senior Investment Director
My career in wealth management started in 2008 with Merrill Lynch in San Diego, California. I went on to work with a Dublin-based, Berkshire Hathaway subsidiary specialising in fixed income asset management, before joining the Bank of America Merrill Lynch graduate programme in London. During this period, I worked on the institutional client group’s European equity sales desk and within global investment solutions, covering equity, derivatives and foreign exchange.
In 2012, I joined the wealth management division (later acquired by Julius Baer Group) where I managed multi-asset portfolios for high-net-worth clients. I was also co-lead for their UK equity strategy.
I joined Investec Wealth & Investment (UK) in 2016. I am a member of Investec’s International Stock Selection Committee and the Equity Collectives Investment Selection Committee.
I am a Chartered Financial Analyst (CFA) Charterholder and hold a Bachelor of Commerce, Honours degree from University College Dublin.
Babindip Singh
Investment Director
I read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. I then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec’s graduate programme.
I am a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.
Babindip Singh
Investment Director
I read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. I then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec’s graduate programme.
I am a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.
James Boulter
Head of Portfolio Management
I studied Economics and Modern History at the University of St Andrews, graduating in 2010. From there I joined Bank of America on the bank's graduate scheme and was subsequently recruited to Merrill Lynch Portfolio Managers and given responsibility for the management of multi-asset portfolios in 2012. The international wealth management operations of Merrill Lynch were acquired by Julius Baer in 2013.
I joined Investec in 2016, where I oversee the management of portfolios for HNW clients. Specialising in fixed income investments, I am the lead manager of the Global Real Return Strategy and a member of Investec's Fixed Income Investment Committee.
James Boulter
Head of Portfolio Management
I studied Economics and Modern History at the University of St Andrews, graduating in 2010. From there I joined Bank of America on the bank's graduate scheme and was subsequently recruited to Merrill Lynch Portfolio Managers and given responsibility for the management of multi-asset portfolios in 2012. The international wealth management operations of Merrill Lynch were acquired by Julius Baer in 2013.
I joined Investec in 2016, where I oversee the management of portfolios for HNW clients. Specialising in fixed income investments, I am the lead manager of the Global Real Return Strategy and a member of Investec's Fixed Income Investment Committee.
Brian McEvoy
Senior Investment Director
My career in wealth management started in 2008 with Merrill Lynch in San Diego, California. I went on to work with a Dublin-based, Berkshire Hathaway subsidiary specialising in fixed income asset management, before joining the Bank of America Merrill Lynch graduate programme in London. During this period, I worked on the institutional client group’s European equity sales desk and within global investment solutions, covering equity, derivatives and foreign exchange.
In 2012, I joined the wealth management division (later acquired by Julius Baer Group) where I managed multi-asset portfolios for high-net-worth clients. I was also co-lead for their UK equity strategy.
I joined Investec Wealth & Investment (UK) in 2016. I am a member of Investec’s International Stock Selection Committee and the Equity Collectives Investment Selection Committee.
I am a Chartered Financial Analyst (CFA) Charterholder and hold a Bachelor of Commerce, Honours degree from University College Dublin.
Brian McEvoy
Senior Investment Director
My career in wealth management started in 2008 with Merrill Lynch in San Diego, California. I went on to work with a Dublin-based, Berkshire Hathaway subsidiary specialising in fixed income asset management, before joining the Bank of America Merrill Lynch graduate programme in London. During this period, I worked on the institutional client group’s European equity sales desk and within global investment solutions, covering equity, derivatives and foreign exchange.
In 2012, I joined the wealth management division (later acquired by Julius Baer Group) where I managed multi-asset portfolios for high-net-worth clients. I was also co-lead for their UK equity strategy.
I joined Investec Wealth & Investment (UK) in 2016. I am a member of Investec’s International Stock Selection Committee and the Equity Collectives Investment Selection Committee.
I am a Chartered Financial Analyst (CFA) Charterholder and hold a Bachelor of Commerce, Honours degree from University College Dublin.
Babindip Singh
Investment Director
I read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. I then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec’s graduate programme.
I am a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.
Babindip Singh
Investment Director
I read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. I then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec’s graduate programme.
I am a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.
James Boulter
Head of Portfolio Management
I studied Economics and Modern History at the University of St Andrews, graduating in 2010. From there I joined Bank of America on the bank's graduate scheme and was subsequently recruited to Merrill Lynch Portfolio Managers and given responsibility for the management of multi-asset portfolios in 2012. The international wealth management operations of Merrill Lynch were acquired by Julius Baer in 2013.
I joined Investec in 2016, where I oversee the management of portfolios for HNW clients. Specialising in fixed income investments, I am the lead manager of the Global Real Return Strategy and a member of Investec's Fixed Income Investment Committee.
Brian McEvoy
Senior Investment Director
My career in wealth management started in 2008 with Merrill Lynch in San Diego, California. I went on to work with a Dublin-based, Berkshire Hathaway subsidiary specialising in fixed income asset management, before joining the Bank of America Merrill Lynch graduate programme in London. During this period, I worked on the institutional client group’s European equity sales desk and within global investment solutions, covering equity, derivatives and foreign exchange.
In 2012, I joined the wealth management division (later acquired by Julius Baer Group) where I managed multi-asset portfolios for high-net-worth clients. I was also co-lead for their UK equity strategy.
I joined Investec Wealth & Investment (UK) in 2016. I am a member of Investec’s International Stock Selection Committee and the Equity Collectives Investment Selection Committee.
I am a Chartered Financial Analyst (CFA) Charterholder and hold a Bachelor of Commerce, Honours degree from University College Dublin.
Babindip Singh
Investment Director
I read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. I then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec’s graduate programme.
I am a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.
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Important information
Banking services are provided by our strategic banking partner, Investec Bank plc. Separate terms and conditions apply to Investec Bank plc, Investec Bank (Channel Islands) Limited, Mann Island Finance Limited.
Investec Bank Plc (registered no. 489604). Registered address: 30 Gresham Street, London EC2V 7QP. Investec Bank Plc is authorised by the Prudential Regulation Authority, and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
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.