James Robert Francis Menzies
Directeur en chef des Investissements chez Foundation Investment Management Ltd.
Profil
Mr. James R.
Menzies is an Investment Director at Foundation Investment Management Ltd.
(trading as Greystone Wealth Management).
He leads the Greystone investment team and helped develop our fund of fund proposition.
Mr. Menzies contributes on asset allocation, fund selection and risk management at our fortnightly investment committee meetings.
He is responsible for oversight of our investment philosophy, process and fund performance.
Mr. Menzies was employed as Investment Director by R.W.
Harris Ltd.
He holds a BA (Honors) in International Relations from Nottingham Trent University, and a MA in Finance and Investment from the University of Exeter.
He is an associate member of CFA UK (formerly the UK Society of Investment Professionals).
He is also a Chartered Wealth Manager and a Chartered Member of the Chartered Institute of Securities and Investment.
Postes actifs de James Robert Francis Menzies
| Sociétés | Poste | Début |
|---|---|---|
Foundation Investment Management Ltd.
 Foundation Investment Management Ltd. Investment ManagersFinance Foundation Investment Management Ltd., do-business-as Greystone Wealth Management, is an investment management firm headquartered in Cheshire, UK. The firm was founded in 2012 and is a subsidiary of Greystone Financial Services (Holdings) Ltd., ultimately held by Gelfand, Rennert & Feldman LLC in the US. Greystone Wealth Management manages the Valu-Trac Greystone Funds (VT) and Greystone Wealth Management Portfolios (GWM). | Directeur en chef des Investissements | - |
Anciens postes connus de James Robert Francis Menzies
| Sociétés | Poste | Fin |
|---|---|---|
R.W. Harris Ltd.
 R.W. Harris Ltd. Investment ManagersFinance Founded in 1995, R.W. Harris Ltd. is a British company that provides investment advice. Part of Focus Financial Partners, Inc., the company is based in Altrincham, UK. | Directeur en chef des Investissements | 01/08/2015 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
R.W. Harris Ltd.
R.W. Harris Ltd. Investment ManagersFinance Founded in 1995, R.W. Harris Ltd. is a British company that provides investment advice. Part of Focus Financial Partners, Inc., the company is based in Altrincham, UK. | Finance |
Foundation Investment Management Ltd.
Foundation Investment Management Ltd. Investment ManagersFinance Foundation Investment Management Ltd., do-business-as Greystone Wealth Management, is an investment management firm headquartered in Cheshire, UK. The firm was founded in 2012 and is a subsidiary of Greystone Financial Services (Holdings) Ltd., ultimately held by Gelfand, Rennert & Feldman LLC in the US. Greystone Wealth Management manages the Valu-Trac Greystone Funds (VT) and Greystone Wealth Management Portfolios (GWM). | Finance |
