As Office Support Lead, I head up the Investment Administration team, and provide direct support to our brilliant team of Investment Managers, as well as wider office support. I'm often a first point of contact for our clients, to assist with their queries, and I help make sure the office is running smoothly!

I work closely with two of the investment directors in the Birmingham office to support them in the construction and management of bespoke investment portfolios for a range of private individuals, intermediaries, corporates, trusts and charities. Alongside building on relationships with our existing clients, my role includes regularly monitoring portfolios to ensure they remain suitable for each individual’s objectives and developing new investment ideas.

I work with clients and their advisers to construct and manage bespoke investment portfolios that are tailored to their individual needs and objectives. This includes working with private individuals, corporates, trusts and charities across a range of wealth structures. Portfolio management is a crucial element of every financial plan, and as this plan evolves over time, we manage the investment strategy accordingly. I sit within an experienced team that aims to deliver comprehensive investment expertise and an excellent client journey.

Working with private clients, trusts, charities and clients of intermediaries my role is to develop an investment solution that meets the client's financial objectives whilst maintaining a level of risk the client is comfortable with. I facilitate the implementation of the portfolio and manage the ongoing relationship, ensuring the portfolio is always aligned with the needs of the client.

With my team, I manage portfolios for a range of private individuals, trusts and charities. I specialise in portfolio construction and asset selection to assist clients with meeting their specific investment objectives.

With my team, I manage a range of discretionary multi-asset mandates for two teams within Investec Wealth & Investment. I work closely with our research department on asset allocation, fund selection and individual bond and stock selection, particularly within the UK equity market.

With more than twenty years' experience in the wealth management industry, I started my career as a research analyst and then spent ten years as an Investment Director at Rathbones in Liverpool, and a further five years as a Divisional Director and Head of Office with Brewin Dolphin before joining Investec in 2015.

Whether working with intermediaries and their clients or direct private clients, I strive to ensure that portfolios are managed to the highest possible standard matching clients' risk profiles, objectives and time frames. I have built and manage a team of investment professionals within the Edinburgh office, who are equally qualified and dedicated to ensure that client investment objectives are delivered.

Drawing on over 20 years’ experience, I provide advice to high-net-worth individuals and their families on their investments and achieving their financial goals.  

My role is to free those I work with from the burden of making complex personal and financial decisions on their own and without assistance, connecting people where it is appropriate and where those networks can create positive value.

For each client I lead a team of experienced colleagues who have a commitment to integrity and client focused service, leveraging deep market insights and a holistic approach to help build and protect wealth. We demonstrate a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make and we are dedicated to empowering those clients with the knowledge and confidence to navigate complex financial landscapes. 

My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I'm proud to lead an established team which is developing long-lasting roots in Bristol.