My focus is helping clients to look after their assets by building portfolios of investments to suit their needs. I work with a range of clients from private individuals to trusts and charities. A large part of my role is to understand clients' circumstances, their requirements and financial objectives. In doing so I can help them to build a tailored investment portfolio to match their present and future needs. This can range from producing additional income in retirement to focusing on long-term growth for the next generation. To provide an all-encompassing solution for clients I also work alongside our financial planning team who specialise in providing financial planning advice on areas such as retirement planning, tax planning (including inheritance tax) and life-stage planning.

My aim is build long term, trusting relationships with clients, based on sensible advice, good service and investment performance. Building a personal relationship assists greatly with managing bespoke portfolios, reflecting the needs and values of the individual. I look after international clients and UK residents alike, as well as trusts and investment holding companies. The global nature of our portfolios gives access to greater diversification and a wide range of individual investment opportunities. I also work closely with private bank colleagues to help give access to the expertise that Investec can offer.

My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.

I'm a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.

I'm an experienced investment manager, specialising in asset allocation and UK stock selection.

I work closely with two senior investment directors, helping to manage a significant and expanding asset base. I liaise closely with both professional intermediaries and individual clients and now manage my own expanding client bank at Investec Wealth & Investment.

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I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.

I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore, trust and charity investment portfolios.

I work closely with two senior directors to manage a large client base, providing research, report writing and advice for a variety of clients. I also manage my own client base of private clients, trusts, charities and pension funds, as well as liaising with professional intermediaries such as accountants, solicitors and professional advisers.

I work closely with Max Richardson to provide bespoke wealth planning solutions for high net worth private clients and their families. I manage portfolios for private individuals, companies, personal pensions and charities. Building a detailed understanding of your personal circumstances and current position is at the heart of what we do. Together we will align your needs, values and your personal goals to give you a holistic picture of your overall finances and how we can achieve your objectives. I work within a team where we have a robust investment process with a proven track record, supported by a wider team of expert analysts and financial planners.