Fraser Craig

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec's extensive and well-resourced research and portfolio management teams, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. Additionally, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable, working with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.