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Investment Manager
Investec Wealth & Investment UK
Investment Manager
Investec Wealth & Investment UK
United Kingdom
Investment Manager
London, United Kingdom
August 2022 - Present
Investec Wealth & Investment has a history that goes back to 1827, but our eyes are firmly fixed on your future. The bringing together of illustrious names including Rensburg Sheppards and Williams de Broë, combined with the strength of the Investec group, has allowed Investec Wealth & Investment to consolidate its wide-ranging expertise and leading position. The depth and breadth of Investec enables us to offer a broad service to our clients and access to an extensive pool of investment opportunities around the world. Meanwhile our commitment to providing out of the ordinary levels of personal service for our clients remains paramount. As experienced, unbiased, professional advisers, Investec Wealth & Investment is well equipped to give you the advice you need on all aspects of investment management as well as financial planning services. This includes the mitigation of inheritance tax, retirement planning, pensions, funding for education, life assurance and offshore investments. We have 15 offices, throughout the UK, at the following locations: Bath, Belfast, Birmingham, Bournemouth, Cheltenham, Edinburgh, Exeter, Glasgow, Guildford, Leeds, Liverpool, London, Manchester, Reigate and Sheffield. Please bear in mind that the value of investments and the income derived from them can go down as well as up and that you may not get back the amount you have put in.
Associate Investment Manager
Bournemouth, United Kingdom
March 2020 - August 2022
Trainee Investment Manager
Bournemouth, United Kingdom
June 2018 - March 2020
Investment Administrator
Bournemouth, United Kingdom
May 2017 - March 2020
Senior Development Officer
Poole, United Kingdom
December 2014 - May 2017
Development Officer
September 2012 - December 2014
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Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.