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 team, 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. In addition to actively managing the portfolios, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.

I have had the privilege of being able to build long term relationships with my clients, and see their goals and aspirations come to fruition. I have managed portfolios with a huge variety of objectives including; generating income in retirement and maximising growth for future generations.

I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.

I manage assets for a range of clients including private individuals, trusts, charities and pensions. Whether you have existing investments in any of these areas that you wish to be reviewed or if you have cash to be invested, I will be delighted to speak with you. Often my clients are seeking a joined up approach to the management of family wealth, thinking about next generations or have inherited money or sold a business and they need guidance as to how it should be invested to meet their needs. I would welcome the opportunity to listen to what you require and develop an approach with the aim to meet your requirements.

I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

I lead the fixed income team within Rathbones Investment Management.  A key area of my focus is credit analysis (including financial & non-financial issuers). Working alongside colleagues, my analysis supports the direct fixed income mandates that are managed by the team. I am currently the co-chair of the fixed income committee and a voting member of portfolio construction committee.  I previously was a voting member of Investec Wealth & Investment’s Global Asset Allocation (GAAC) committee.

I head up our Sheffield office and work closely with a multitude of different clients, including private clients, trusts, charities and clients of financial advisers. My focus is very much on establishing and maintaining long-term relationships and ensuring that our office continues to deliver high service standards.

I focus on discretionary portfolio management for high-net-worth clients in the UK and overseas.

I have completed CISI Chartered Wealth Manager Qualification and also hold the CISI Investment Advice Diploma. I graduated from University of Southampton with a psychology degree and have worked in client facing roles across previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable for my development.

I assist clients to achieve their long term financial goals, in the most tax efficient manner. I have over twenty years' experience of working with private individuals, charities, pension funds, trusts and professional intermediaries.

I believe that our responsibility as advisers is to fully understand our client's unique circumstances, their ambitions, hopes and fears, to ensure that the investment solutions that we deliver are suitable, and geared to meet their needs.

I build and manage portfolios for private clients, trusts, companies and charities.