I am responsible for working with clients and their advisers to create investment portfolios to suit their individual requirements. This covers private wealth structures ranging from pension and retirement assets to offshore bonds, family trusts and investment companies. Portfolios are constructed using a range of assets making use of available internal and external research. As a member of the Equity Collective Fund Selection Committee, I optimise using this to enhance the portfolio solutions I create. Working closely with clients to determine the investment objective and risk approach is key, not just at the start of the journey, but at various junctions along the way.

I am a professional Wealth Planner specialising in investment management and financial planning for high net worth clients. I work closely with Camilla Sherbrooke, advising a small number of wealthy families. I have a background in portfolio management and sit on our Stock Selection and Investment Committees. I also run our Investment Academy which contributes to the thought leadership section of our website - Investec Focus. I believe in perpetual learning and that cognitive diversity helps teams to solve complex problems. I read widely and am focussed on the development of others and sustainability. I also hold the RYA Yachtmaster qualification and live in Central London with my wife and two children.

I work within the Investec Private Office team and I am responsible for advising high net worth individuals and their families on their long-term Wealth Management strategies. I am able to draw upon the vast experience and knowledge of my specialist Financial Planning and Private Banking colleagues to deliver flexible, tailored solutions to my clients across the full spectrum of their financial affairs.

I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.

I primarily work with high-net-worth individuals, constructing and managing their investment portfolios and giving them the peace of mind that their plans for the future, including retirement, are on course. I find it extremely satisfying to help people achieve their life goals, often sooner than they expect.

Since the recent combination of the Rathbones Group and Investec Wealth & Investment UK, I now lead an expanded  team of investment and wealth managers, responsible for a combined total of more than £40 billion in assets. I aim to ensure that every private client receives the highest standard of bespoke investment and wealth management.

My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Rathbones' comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios. Our investment expertise concentrates on the main asset classes of a portfolio, namely fixed interest bonds, equities, property, and alternative assets.

I'm a founding director of the Birmingham office, with more than 25 years' experience of managing segregated investment portfolios. During this time, I've specialised in building solid personal client relationships through several family generations and professional adviser partnerships. I'm supported by a team which has worked together for over a decade. My previous career within trustee services has given me extensive knowledge of trusts from trustee and investment manager perspectives. My growing charity client base includes educational organisations, religious orders, hospices, industry training councils, and family and general purpose trusts.

I manage a wide range of bespoke, multicurrency portfolios for ultra-high-net-worth, globally minded clients including portfolios in their personal names, trusts, companies or pensions. I have a particular focus on South African clients, whom I visit regularly, but I also manage a number of UK-based clients, particularly those with a global outlook. My over-riding priority is to always act in my clients' best interests, helping them to achieve their financial goals through a deep understanding of their current circumstances, requirements, financial objectives and aspirations.

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 manage multi-asset portfolios and provide comprehensive financial planning advice as part of our Wealth Planning service, working with high net worth families, individuals, trusts, and charities. My approach is tailored to each client’s circumstances, focusing on portfolio construction, asset allocation, and investment management, while also considering appropriate holding structures and tax-efficient strategies.

I work closely with trustees, accountants, and solicitors to deliver integrated investment solutions across all aspects of a client’s financial life. This often includes the investment of excess savings, planning for retirement, or for families undertaking estate planning to mitigate Inheritance Tax.

Our recommendations are supported by our in-house research team, ensuring that each strategy is grounded in high-quality insights and adapted over time as personal circumstances and market conditions evolve. The goal is always to help clients achieve their long-term financial objectives with clarity and confidence.