Profil
Mr. David A. Owen is a Senior Investment Director at Investec Wealth & Investment Ltd. His main focus is on building strong, client-centric relationships.
He specialise in working with a number of charities, overseeing their investments and relationships, and working closely with Boards to ensure that investments and governance are well-structured.
He also work with high net worth private clients and their families, ensuring that investments are diverse, well-structured and tax efficient.
Mr. Owen previously joined Rensburg and Co in 1987.
He graduated from Liverpool University Law School.
Mr. Owen is also a Chartered Fellow of The Chartered Securities Institute (FCSI).
Postes actifs de David Aaron Rhys Owen
| Sociétés | Poste | Début |
|---|---|---|
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Gestionnaire de Portefeuille-Actions | 01/02/2006 |
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Finance |
















