Douglas George John Spence
Gestionnaire de Portefeuille-Actions chez Investec Wealth & Investment Ltd.
Profil
Mr. Douglas G.
Spence is a Senior Investment Director at Investec Wealth & Investment Ltd.
Mr. Spence held various roles in the financial services industry from 1994, before joining the discretionary management world in 2005.
In 2009, he was appointed as Senior Client Portfolio Manager at Standard Life Wealth, where he was responsible for the management of private client portfolios, and trust, charity and pension scheme assets.
Mr. Spence joined Williams De Broe (now Investec Wealth & Investment) in October 2011.
He graduated from high school in Amarillo, Texas, before returning to the UK and gaining a BA degree in Business Studies.
His professional qualifications include the CFA (UK) Investment Management Certificate, the Chartered Insurance Institute’s Financial Planning Certificate, the Advanced Financial Planning G10 and the Chartered Institute for Securities and Investment’s Private Client Investment Advice and Management (PCIAM).
Mr. Spence is also a member of the CFA (UK) and the Securities & Investment Institute.
Postes actifs de Douglas George John Spence
| Sociétés | Poste | Début |
|---|---|---|
Investec Wealth & Investment Ltd.
 Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Gestionnaire de Portefeuille-Actions | 01/10/2011 |
Anciens postes connus de Douglas George John Spence
| Sociétés | Poste | Fin |
|---|---|---|
Williams de Broë Ltd.
 Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Gestionnaire de Portefeuille-Actions | 01/09/2011 |
LGT Wealth Management Ltd.
 LGT Wealth Management Ltd. Investment ManagersFinance LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes. | Gestionnaire de Portefeuille-Actions | 01/04/2011 |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
LGT Wealth Management Ltd.
LGT Wealth Management Ltd. Investment ManagersFinance LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes. | Finance |
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Finance |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Finance |