I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as manage funds for charities and endowments. My aim is to help clients meet their long-term goals and objectives, whilst also helping them to build positive investment habits. By getting an understanding of a client’s current position, requirements and financial goals, we are able to create bespoke portfolios that are structured to meet their objectives, whilst also remaining tax efficient. I am a Chartered Member of the Chartered Institute for Securities & Investment, and hold a degree in Economics.
Investment Manager at Investec
Chartered Wealth Manager Qualification, Investments and Securities