David William Kirkby

Gestionnaire de Portefeuille-Actions chez Investec Wealth & Investment Ltd.

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.	Gestionnaire de Portefeuille-Actions	01/02/2006