David Jones

Senior Investment Director

David Jones

Senior Investment Director

Bournemouth

I manage private client and corporate portfolios for both domestic and international clients.

I manage private client and corporate portfolios for both domestic and international clients.

David Littler

Senior Investment Director (Discretionary)

David Littler

Senior Investment Director (Discretionary)

London

I manage portfolios of investments for my clients, providing a bespoke and tailored service to suit their specific circumstances, financial objectives and risk tolerances, whether they are individuals, pension funds, charitable trusts or otherwise. The greater proportion of my clients provide me with a discretionary mandate, whereby I take responsibility for the day-to-day management of their investments, reporting details of current thinking, positioning and results on a periodic basis (or at a client's request), although I also provide an element of my client base with advisory and dealing services. My team specialise in multi-asset portfolios where investments, for example, in bonds, equities, real estate and precious metals are combined to achieve a particular return profile. We also offer a range of strategies, from conservative, income orientated, fixed interest portfolios through to growth orientated, globally diversified, equity strategies.

I manage portfolios of investments for my clients, providing a bespoke and tailored service to suit their specific circumstances, financial objectives and risk tolerances, whether they are individuals, pension funds, charitable trusts or otherwise. The greater proportion of my clients provide me with a discretionary mandate, whereby I take responsibility for the day-to-day management of their investments, reporting details of current thinking, positioning and results on a periodic basis (or at a client's request), although I also provide an element of my client base with advisory and dealing services. My team specialise in multi-asset portfolios where investments, for example, in bonds, equities, real estate and precious metals are combined to achieve a particular return profile. We also offer a range of strategies, from conservative, income orientated, fixed interest portfolios through to growth orientated, globally diversified, equity strategies.

Nikki Brown

Investment Manager

Nikki Brown

Investment Manager

London

I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people's needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client's needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client's circumstances. Evaluation of the client's portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client's situation evolves through life stages.

I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people's needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client's needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client's circumstances. Evaluation of the client's portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client's situation evolves through life stages.

Gregory Rowe

Senior Investment Director

Gregory Rowe

Senior Investment Director

London

I manage multi-asset portfolios for private clients, corporate clients and charities.

I manage multi-asset portfolios for private clients, corporate clients and charities.

Matt Ellis

Senior Investment Director

Matt Ellis

Senior Investment Director

Bristol

I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.

I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.

Will Thomas

Investment Director

Will Thomas

Investment Director

Bournemouth

I manage investments for a wide variety of individual clients.

I manage investments for a wide variety of individual clients.

Hannah Dampney

Senior Investment Director

Hannah Dampney

Senior Investment Director

Bournemouth

I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.

I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.

Jasper Newington

Senior Investment Director

Jasper Newington

Senior Investment Director

London

I manage discretionary investment portfolios on behalf of individuals, trusts and personal pension schemes.

I manage discretionary investment portfolios on behalf of individuals, trusts and personal pension schemes.

Lochlann Robertson

Investment Director

Lochlann Robertson

Investment Director

London

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec's extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. In addition to actively managing the portfolios, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.

I have had the privilege of being able to build long term relationships with my clients, and see their goals and aspirations come to fruition. I have managed portfolios with a huge variety of objectives including; generating income in retirement and maximising growth for future generations.

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec's extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. In addition to actively managing the portfolios, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.

I have had the privilege of being able to build long term relationships with my clients, and see their goals and aspirations come to fruition. I have managed portfolios with a huge variety of objectives including; generating income in retirement and maximising growth for future generations.

Oliver Battersby

Team Leader

Oliver Battersby

Team Leader

London

I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.

I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.

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