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.

My priority is helping my clients achieve their financial goals by understanding their current position, requirements and financial objectives, in order to create and manage a tailored investment portfolio that suits their present and future needs. I mostly specialise in providing investment advice, building bespoke portfolios with the best blend of different types of investment asset, to deliver achievable returns within the client's tolerance for volatility. I work closely with the client's trusted professionals to ensure there is a joined up strategy for all their financial needs and objectives.

I advise high net worth individuals and families on investments. My role is to help clients to achieve their financial goals. Consequently I manage a range of portfolios and pension funds. I work closely with my financial planning colleagues to optimise the tax efficiency of clients’ investment returns.

As a Senior Investment Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a bespoke investment portfolio that suits their present and future needs. I aim to establish long term relationships by providing suitable investment advice for clients, intermediaries and trustees alike. This is achieved by ensuring flexibility and implementing the correct strategy through the portfolios together with regular contact my clients. To ensure the best possible outcome for my clients I work closely with my experienced colleagues, Financial Planners and Investec's in-house research team to identify suitable solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

I invest on a bespoke basis for individuals, pension funds, charities, trusts and clients of financial advisers, seeking the best and most tax-efficient returns on capital at all times. One of my aims is to help my clients understand the process I undertake to look after their wealth, which creates relationships built on long-term trust. Firstly, a bespoke investment strategy is created based on a client's unique requirements including their personal circumstances, objectives, knowledge, experience and attitude to risk. Secondly, the level of income or capital growth which could be potentially achieved will depend on how much risk the client is prepared to take and how well markets perform. The right strategy will balance potential risks with potential return. Whatever the clients investment objectives, the greater the return that is sought, the more risk is taken.

I look after investment portfolios for a range of private clients, trusts, charities and personal pension schemes. My management responsibilities include being a member of the Sheffield office's Management Committee and chairing our sales and marketing committee.

I am part of the team in the Leeds office that manages portfolios on behalf of individuals, trusts, charities, solvency II clients and self-invested pension plans (SIPPs), as well as dealing with investments held within offshore bond wrappers. I always seek to deliver a high level of client service by creating tailored and bespoke investment solutions, and building long lasting relationships along the way. This also involves working closely with other professional advisers, including independent financial advisers, solicitors and accountants.

I lead the fixed income investment team and contribute to a number of the key investment committees including Global Investment Strategy Group, Asset Allocation and Investment Committee. I am the chairman of the Fixed Income Investment Selection Committee. I advise the company on its bank lending as part of the Cash & Credit Management Committee. I work with many of the largest institutional clients of the business including insurance companies, pension funds, corporates, charities and high net worth individuals. Our clients in these areas benefit from our expertise in asset-liability matching solutions and the provision of low volatility portfolios.