Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.

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.

Read reviews from Fraser's clients on Trustpilot:
 

I manage bespoke portfolios for private clients, trusts and charities, on both a discretionary and advisory basis, and have significant experience of investment with ISAs, SIPPS and offshore vehicles. Our clients often remain with us for many years, resulting in managing multiple generations of families.

I manage portfolios for private clients, trusts and charities. With the client at the heart of our business, my priority is to help them achieve their investment goals by understanding their individual circumstances and requirements.  By building effective relationships, often including our in-house financial planning team, we can ensure we create a bespoke portfolio to reflect the clients current and future needs.

I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax-efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. I also head up our Guildford Office.

My priority is to create investment portfolios which are tailored to suit my clients' needs and meet their investment aims. I help build a tailored investment solution based on their current position, financial goals and future requirements. I also work closely with Investec's financial planning team who can provide advice surrounding pension options, retirement planning, inheritance tax planning and life insurance, to provide the best possible solution for my clients. The majority of my relationships are with private clients but I also manage investment portfolios for trusts, charities and personal pensions.

I specialise in managing investment portfolios for families, personal pensions, trusts and charities. I enjoy meeting my clients, either at our office or at their homes, and on a regular basis which helps to form strong and lasting relationships with each of them. I take an active interest in the management of their capital, so my clients understand who makes the decisions on their behalf.

I am a Chartered Fellow of the Securities Institute and hold the Securities Institute Diploma, having qualified in 1994.

I specialise in managing bespoke multi-currency portfolios including dollar, euro and sterling strategies. The most important part of my job is understanding my clients emotions and their behaviour as these factors are critical to establishing a long-term investment plan that will benefit everyone over the years.

Our team as a whole predominantly manages private clients, taxable portfolios and ISAS, JISAS, SIPPs, family trusts, small charities and some corporate accounts. In addition, we have well-established relationships with accountants and solicitors. We have a significant wealth of experience in the team with the average length of service in the wealth industry of around three decades. We offer clients a bespoke and personal service managing clients on a discretionary basis, which we have done successfully for many years.

I manage both professional and retail clients on an advisory and discretionary basis. My client base and outlook for investing is global and my team trades in equities, fixed income and alternatives, and uses options to enhance returns.