Since joining RSIM in April 2007 I have taken become a member of the Chartered Securities Institute and now have responsibility for running a number of Direct Investment Portfolios, SIPPs, SSASs and Offshore Bonds.
Management of investment portfolios covering a wide variety of investment mandates, objectives and risk profiles. Inheritance Tax Planning (IHT), Personal Pensions, Offshore Bonds
Investec Wealth & Investment Limited
Associate Director- Current
Due Diligence Practitioner- CurrentPerforming Due Diligence work. Primarily for Private Equity transactions. Both Buy Side and Sell Side work
University of Durham1996 - 1999
MCSI - Member of the Chartered Securities Institute
BA Hons - Durham University - Geography