I have over 20 years of experience in private wealth management and as a Senior Investment Manager in the Investec Private Office. I work with high net worth clients and their advisers to help manage their complex wealth needs.
After graduating with a degree in Financial Services, I gained valuable experience as a Financial Planner at Charcol, an Investment Manager at Teather & Greenwood and I cemented my foundation in wealth management at JP Morgan Private Bank. On the Strategic Partnerships Team at UBS Wealth Management I was responsible for developing relationships with high end financial planning firms and their clients, before moving to Investec in 2015. I am a Chartered Member of the Chartered Institute of Securities & Investment.
I am happily married and have three sport mad sons. Away from the office I enjoy running, watching my sons play sport and supporting my team, AFC Wimbledon.
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