I work alongside Adam Brewer in managing the portfolios and relationships of a wide
range of clients including: High Net Worth Individuals, Pensions, Bonds, Charities, and Corporate Accounts, the majority of whom came via referral from Financial Advisers.

My day to day role involves managing both discretionary and advisory clients, including trusts, pensions, private clients and charities. I work closely with private clients to offer bespoke portfolio management.

My priority is delivering a bespoke portfolio management service for clients and their advisers. My team manages a wide range of multi-asset investment portfolios on behalf of individuals, families and institutions. We manage both onshore and offshore portfolios, including trusts, corporate funds, charities, pension funds, and other investment structures. We work closely with our clients to understand their financial objectives and build tailored portfolios that meet their present and future needs.

Rebecca is a Senior Investment Director delivering a bespoke portfolio management service for clients and their advisers. Prior to joining Investec Wealth & Investment, Rebecca read Classics at the University of Oxford. She is a member of the Chartered Institute for Securities and Investment, having completed both the Chartered Wealth Manager Qualification and the Investment Advice Diploma. Rebecca is also a CFA (Chartered Financial Analyst) Charterholder.

I manage and advise on a broad range of investment portfolios on behalf of private individuals, trust and charities. I lead a team of seven senior fund managers.

Peter is an Investment Director in the Belfast office, specialising predominantly in the management of portfolios on behalf of individuals, families, pension funds and trusts.

He started his career with Cunningham Coates Stockbrokers, part of Smith & Williamson, before their subsequent takeover by Tilney. Peter joined Rathbones in 2023 having worked at Investec Wealth & Investment for five years. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

I manage global multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios. I work closely with clients and their advisers to deliver a bespoke investment management service. My team and I work to responsibly manage our clients' wealth, to help it grow in real terms over the long term, whilst providing cashflow for clients' needs.

I am predominantly responsible for running private client portfolios at Investec Wealth & Investment, having worked for the Firm for well over 20 years, whilst having over 30 years’ investment experience. My clients have general investments, SIPPs, offshore bonds, ISAs, AIM stocks etc. Previously I worked for Baring Asset Management and AON Minet which ultimately merged (via Capel Cure Sharp) into Barclays Wealth, where I gained varied experience in the world of investment.

I am a Chartered Member of the Institute for Securities and Investment and was awarded a Merit in the Private Client Investment Advice and Management (PCIAM) exam. Whilst at Investec Wealth & Investment I ran the Master Portfolio Service (MPS) for 20 years and have a particular interest in collective funds.

As a divisional director I head up the team which specialises in managing investment portfolios for people who are under the control of the Court of Protection or who have a personal injury trust, either as a result of illness or when a brain or other serious injury has led to a compensation payment.

I have spent my entire career advising wealthy families from a variety of backgrounds on their investments and their wider financial affairs. With qualifications in both investment management and financial advice, I work closely with my experienced team to ensure that our clients enjoy ongoing financial success and security.