Divisional Director
Investec is an international, specialist banking group and asset manager that provides a diverse range of financial products and services.
I have been involved in the investment management industry since 1995, initially as a UK equity analyst and then a discretionary fund manager. I became an associate director in 1999, investment director in 2003 and senior investment director in 2013. In April 2016 I took over as head of the Liverpool office of Investec Wealth & Investment. I have been responsible for UK equity research, UK stock selection, asset allocation and UK & overseas collective investment vehicle selection and analysis. I currently also sit on the group client strategy committee. I am a highly motivated and dedicated professional. I am a Chartered Fellow of the Chartered Institute for Securities and Investment. I have the CISI Diploma including exams in Regulation & Compliance, Interpretation of Financial Statements and Investment Analysis. I graduated from the University of Liverpool in 1995 with a first class degree in history.
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