As a Senior Investment Director, I am committed to helping my clients understand and, using the extensive resources provided by our research department, focus their investment strategy to help them achieve their financial objectives. I manage discretionary investment portfolios for private clients, local charities, trusts, personal injury trusts and clients of professional advisers.

I manage and advise on investment strategy and portfolios for private individuals, pension funds, family trusts and pension funds.

I work closely with my clients to understand their financial needs, providing bespoke financial plans for individuals and families alike. My priority is helping clients to maximise their assets, working with them to construct investment portfolios that will continue to meet their needs many years into the future. To ensure the best possible outcome for my clients I provide a tailored service, with solutions custom built to serve clients' unique circumstances and their particular tolerance for risk. I also work closely alongside our financial planning team, combining investment solutions with holistic advice on areas such as pensions, inheritance tax planning, and life insurance.

I am a senior investment director, working in our specialist charities team based in London. I provide bespoke investment advice and management to a diverse group of charity clients, working closely with Trustees to create portfolios tailored to meet their objectives. I am passionate about sustainability and am a member of our environmental research group as well as sitting on our Collectives investment committee.

My primary role is to help my clients plan for and achieve their long term financial goals. I work in conjunction with financial advisers as well as other professionals to ensure that the structure is tax efficient and delivers what the client needs. I then put together a suitable investment structure and monitor this on an ongoing basis. Some of the frequent structures I help with include retirement planning, inheritance tax planning and tax efficient investments such as ISA's, as well as trusts and company investments. I look after a number of clients based overseas, especially in South Africa where I work with private clients and intermediaries to provide a global investment solution.

As an Investment Director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored portfolio that suits their present and future needs. I mostly specialise in providing Investment advice to private clients for their personal portfolios, their pensions and their trusts. I also manage investment portfolios for several charities. To ensure the best possible outcome for my clients I work closely with our Financial Planners and Investec's in-house research team to ensure their investments are structured in the most tax-efficient manner to suit their needs, and provide investment portfolios that will deliver for them over the years.

My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time. The strategy that is agreed upon is kept under regular review and adapted as individual circumstances and the investment environment evolve.

I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, trusts and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on your aims and objectives, looking to see exactly what has to be achieved within the suitable parameters. There are many different options available at any given time and identifying which fits best each scenario is hugely important, not only at that point in time, but also for the different phases of life that are to come.

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions.

I work as a Senior Investment Director and provide investment advice around portfolio construction/asset allocation as well as ensuring assets are structured tax efficiently.

I help clients with some of the most important decisions they'll ever make regarding their, and their family's, financial future. Many of my clients are investing for the first time so ensuring they understand how investments work, what can happen (good and bad) and how we work together is a key starting point. Building trust and understanding at the outset is crucial and if I feel our services, or investments generally, aren't suitable for them I will tell them up front. Equally, I have a large number of clients who have been serial investors for many years. Here I add value by ensuring their existing investments are best suited for the risk appetite they have, make sure costs are trimmed wherever possible, and give thought to educating future generations or their spouse on how the investments can help them in the future. I work on my own directly with clients or hand in hand with other intermediaries such as IFAs or Solicitors, so I am used to working in a variety of different ways to provide the service a client needs.