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David William Kirkby
Gestionnaire de Portefeuille-Actions chez
Investec Wealth & Investment Ltd.
Finance
Profil
Mr. David W.
Kirkby is a Senior Investment Director at Investec Wealth & Investment Ltd. He is a part of an experienced team that manages funds for clients including private individuals, trusts and local charities.
He concentrate on all aspects of a family’s wealth, working closely with our financial planning team to provide tax-efficient strategies, incorporating family trusts, inheritance tax and pension planning.
He also work closely with the AIM team to build relationships with clients of the AIM Portfolio IHT Plan to support their inheritance tax planning needs.
He joined the Leeds office of Investec Wealth & Investment (formerly Rensburg) in 2003.
He joined Barclays Stockbrokers and have worked in Peterborough and London.
He holds the Investment Management Certificate, Advanced Financial Planning Certificate.
Postes actifs de David William Kirkby
| 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 |
Expériences
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Relations
86
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1
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 |
