My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their current position, requirements, risk levels and objectives. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes using Rathbones’ excellent in-house research team to monitor and tailor these portfolios. I will often work closely with client advisors, financial planners and accountants to ensure client objectives are met in the most tax efficient way.

I'm the director in charge of managing our Manchester office as well as being responsible for managing significant funds for Investec clients. I look after the assets of private individuals and trusts as well as personal pension schemes and charities. Additionally, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond. The establishment of a strong relationship with my clients is of paramount importance, however working as part of a broader team is also critical to ensure that their needs can be met at all times.

I'm part of the High Net Worth Team which concentrates on managing the portfolios of entrepreneurs and business owners and managers.

I am part of a team who manage assets on a discretionary basis, providing an investment management service in accordance with the clients agreed objective and risk profile.

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. I specialise in onshore and offshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured and working closely with experienced tax advisors.

My role focuses on managing discretionary portfolios for private individuals, family trusts, personal pensions and offshore bonds. My goal is to ensure that my clients' investments support their financial needs and serve their long-term goals. I aim to understand each client's unique circumstances and requirements, and seek to build strong long-lasting relationships.

My role is to help my clients achieve their financial goals by working with them to develop and manage bespoke portfolios, which are tailored to their evolving requirements. My clients include private individuals, trusts, pension schemes and corporates. In addition to my portfolio management role, I also sit on two of Investec's key committees which guide and oversee our investment process.

In my role as an Investment director my key objectives are managing portfolios for individuals, trusts, personal pensions and charities both for private clients and on behalf of intermediaries.

I manage funds for existing clients and develop new business, providing advice to private individuals, trusts and gross funds. I'm also a member-nominated trustee of Investec's staff pension scheme.