I am a Senior Investment Director at Rathbones. I have over 20 years of industry experience. Prior to Investec Wealth & Investment (UK) combining with Rathbones, I was a portfolio manager in their South African office, managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.

My focus is managing clients' wealth tailored to their individual requirements and financial objectives. It is particularly important to me to achieve a close personal dialogue with my clients and a detailed understanding of their circumstances in order to develop long-term relationships based on trust. I am proud to be entrusted to assist with the financial needs of a broad range of different clients, ranging from private individuals, high net-worth families, charities, trusts, and corporate/institutional monies. One area I specialise in is working with insurance companies, in particular financial mutuals, looking to optimise risk-adjusted returns from their investments, whilst accounting for their regulatory and capital requirements in order to meet their liabilities over the long-term. As part of my role, I work closely with clients' other professional advisers, such as financial advisers, to take a holistic approach to managing their wealth, including using appropriate tax mitigation options such as ISAs, pensions and offshore bonds, where appropriate.

I am an Senior Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.

I provide administrative support to Senior Investment Directors who manage investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers.

I manage bespoke global multi-currency portfolios for clients both based in the UK and internationally. These clients range from high net worth private clients to offshore trusts, corporates and investment holding companies.

My expertise includes macroeconomics, financial markets and derivatives. My key area of focus at Rathbones is Structured Products.

I am Head of Research at Rathbones in London. In this capacity I am responsible for the robustness of the research process across equities, collectives, fixed income and structured products. I am a voting member of the Investment Committee, and Chair or Deputy Chair of 4 research committees (Collectives Committee - Chair, Direct Fixed Income Committee - Chair, Real Assets Committee - Deputy Chair, Structured Products Committee - Deputy Chair). I also manage the Funds and Stewardship teams, Investment Operations and the Off-List Due Diligence Process.

My role includes performance reporting and attribution to make clear and communicate the sources of return within portfolios. I am a problem solver at heart, and enjoy using data to communicate findings and add value to the investment decision process.

I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.

As an Associate Investment Manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries. This covers a range of clients, whether they're private individuals, pensions, charities, trusts, solicitors or accountants. I seek to always upskill my service through exams and research to stay on the edge of recent news and its potential effect on the wealth of clients. The job involves analytical skills and attention to detail, but as well as this, relationship is the key. Building trusted relationships is my aim with whoever I assist in this line of service.