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.

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.

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.

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.

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.

My main focus is to help clients achieve their financial objectives by devising a solution that meets both their present and future needs. I mostly work with private individuals, trusts and independent financial advisers, specialising in constructing investment portfolios that help reach their financial goals in the most tax efficient manner. Wherever appropriate, I work closely with my financial planning colleagues to identify suitable pension and tax planning opportunities to ensure my clients receive the best possible financial advice. I also pride myself on being client focussed, organised and my attention to detail.

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.

My priority is to understand my clients' current situation, what they are looking to achieve from their investments, the level of risk they are comfortable taking and their investment time frame, in order to construct and actively manage a portfolio of investments to help achieve their financial goals. I predominantly specialise in bespoke discretionary portfolio management for private clients, corporate clients, trusts, pensions and charities. I work closely with both our in-house financial planners and external financial advisers, solicitors and accountants, utilising tax efficient options such as ISAs, SIPPs, Bonds and IHT planning portfolios, where appropriate, as part of an overall wealth management strategy.

I am a Senior Investment Director with responsibility for managing portfolios for a range of individual private clients, family trusts, personal pensions and Charities based in the UK and overseas.

My role is to look after the investments of our clients, aiming to deliver investment expertise and high levels of client service.