John Robertson
Gestionnaire de Portefeuille-Actions chez Investec Wealth & Investment Ltd.
Profil
Mr. John Robertson is a Senior Investment Director at Investec Wealth & Investment Ltd.
His priority is to help clients achieve their financial goals.
He responsible for managing their investment portfolios in a way which best meets their objectives, be it helping them grow their assets, generate an income or anything in between.
Mr. Robertson moved to London in 1996 where he worked as an Assistant Fund Manager at stockbroker Capel-Cure Myers.
From there, he moved into institutional sales with NatWest Securities, specializing in UK smaller companies.
Mr. Robertson returned to Edinburgh in 1999 and to Capel Cure Sharp, which later became Gerrard/Barclays Wealth.
As a private client investment manager there, he sat on the firm’s sector strategy and investment process committees.
Mr. Robertson joined Williams de Broe in 2008 which was subsequently acquired by Investec Wealth & Investment.
He graduated with an MSC in Investment Analysis from Stirling University.
Mr. Robertson is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
Postes actifs de John Robertson
| 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 | 01/01/2008 |
Anciens postes connus de John Robertson
| 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. | Director of Investments | 01/09/2011 |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
