Ian Bailey
Gestionnaire de Portefeuille-Actions chez Hawksmoor Investment Management Ltd.
Profil
Mr. Ian F.
Bailey is a Head of Office & Senior Investment Manager at Hawksmoor Investment Management Ltd.
Mr. Bailey was previously employed as a Senior Investment Director by Investec Wealth & Investment Ltd.
He looks after a wide range of clients, and specialize in managing the investments of grouped family accounts and trusts, both onshore and offshore.
His focus is on delivering bespoke portfolios, with a high degree of contact with my clients and their advisers.
Mr. Bailey is currently a member of both the company's Investment Committee and the Risk and Suitability Committee.
Mr. Bailey spent several years in the tax industry, working for the Inland Revenue (now HMRC) and with accountants.
In 1988, he joined Lloyds Private Banking to managed investment portfolios, looking after a wide variety of clients, firstly in the Eastbourne office and then in the West End, London office.
Mr. Bailey moved to Williams de Broë (now Investec Wealth & Investment) in London in 2003, transferring to the Birmingham office in 2004 and then to Bath in late 2016.
Postes actifs de Ian Bailey
| Sociétés | Poste | Début |
|---|---|---|
Hawksmoor Investment Management Ltd.
 Hawksmoor Investment Management Ltd. Investment ManagersFinance Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers. | Gestionnaire de Portefeuille-Actions | 01/08/2021 |
Anciens postes connus de Ian Bailey
| Sociétés | Poste | Fin |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/04/2021 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Hawksmoor Investment Management Ltd.
Hawksmoor Investment Management Ltd. Investment ManagersFinance Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers. | Finance |
