A Chartered Fellow of the CISI (Chartered Institute for Securities & Investment), I have worked in the investment management industry for 25+ years. After working at Rathbones, Barclays, and spending 14 years in my last role with Investec Wealth, I joined Canaccord Genuity Wealth Management in 2020. At Canaccord I manage mostly discretionary portfolios for a range of private clients including individuals, trusts, charities, and personal pension funds. I enjoy being with a business that places the needs of clients and their advisors first, allowing investment managers to build long-term relationships based on trust.
A bit about me:
In between running around after an energetic young son, I enjoy good food and wine, which is hopefully balanced by some exercise.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Working to get things done for the benefit of our clients. Not accepting the status quo simply because that is the easy option, instead striving for the best result for the client.
0207 523 4654
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