Senior Business Development Director
Investec is an international, specialist banking group and asset manager that provides a diverse range of financial products and services.
I help Financial Advisers provide their clients with discretionary investment solutions tailored to meet their personal needs and objectives, now and in the future. I look to: ▪️Understand an Adviser’s client proposition and explain how partnering with a DFM can complement their existing investment options. ▪️Demonstrate the benefit to the Adviser and their clients of a flexible bespoke investment portfolio. ▪️Facilitate and maintain an excellent working relationship with one of our Investment Managers. Investec Wealth & Investment is one of the UK’s leading investment management companies and we have been working closely with Advisers and their clients for over 25 years. We have established an award winning reputation of excellence for our bespoke investment solutions and service, to Advisers and their clients. We deliver: ▪️Actively managed, bespoke and tax efficient portfolios ▪️Catering for individuals, companies, charities, trusts and pensions ▪️Including both taxable portfolios and wrappers (ISAs, pensions, offshore bonds) ▪️Specialist Targeted Drawdown Strategy ▪️MPS strategies on platform If you would like more information about our service and how we can support you, please contact me 020 7597 1166 or chris.sandford@investecwin.co.uk Alternatively, more details can be found on our website: https://www.investec.com/en_gb/intermediary-investment/investment-services-for-financial-advisers.html When not working I enjoy walking my dog, DIY, running around after my teenage children and supporting a resurgent Scottish Rugby Team.
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