Jonathan David Marsden
Gestionnaire de Portefeuille-Actions chez Investec Wealth & Investment Ltd.
Profil
Mr. Jonathan D.
Marsden is a Senior Investment Director at Investec Wealth & Investment Ltd.
He develops and implements wealth management strategies for high-net-worth individuals and their families, as well as for trusts and charities.
He also works alongside other professional advisers, including IFAs, lawyers and accountants, to develop and implement bespoke investment strategies.
After working for Cable & Wireless in Australia, he began his career in financial services as an Independent Financial Adviser with AWD Chase de Vere in 2001.
In October 2007, he joined Kleinwort Benson as a Private Banker, helping to establish a new office in Leeds, before joining Investec Wealth & Investment in November 2011.
He is also a Chartered FCSI DIP PFS.
Postes actifs de Jonathan David Marsden
| 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 | 21/11/2011 |
Anciens postes connus de Jonathan David Marsden
| Sociétés | Poste | Fin |
|---|---|---|
SGKBB Ltd.
 SGKBB Ltd. Investment ManagersFinance SGKBB Ltd. (SGKBB) is the Great Britain-based private banking subsidiary of BHF Group UK Ltd., ultimately held by Societé Générale SA (PSE: GLE, ADR: SCGLY) in France. Formerly known as Kleinwort Benson Bank Ltd., the firm is headquartered in London. The firm traces their origins when it was founded in 1961 as Kleinwort Sons & Co and Robert Benson & Co. merged. In 1995, Dresdner Bank AG acquired the Kleinwort Benson group. Dresdner Bank was acquired by Allianz AG in 2001 and in 2009, KBB was acquired by RHJ International SA.SGKBB provides wealth management services to private individuals, trustees of private and grant-making trusts, personal pension schemes and charities. | Corporate Officer/Principal | 01/09/2011 |
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
SGKBB Ltd.
SGKBB Ltd. Investment ManagersFinance SGKBB Ltd. (SGKBB) is the Great Britain-based private banking subsidiary of BHF Group UK Ltd., ultimately held by Societé Générale SA (PSE: GLE, ADR: SCGLY) in France. Formerly known as Kleinwort Benson Bank Ltd., the firm is headquartered in London. The firm traces their origins when it was founded in 1961 as Kleinwort Sons & Co and Robert Benson & Co. merged. In 1995, Dresdner Bank AG acquired the Kleinwort Benson group. Dresdner Bank was acquired by Allianz AG in 2001 and in 2009, KBB was acquired by RHJ International SA.SGKBB provides wealth management services to private individuals, trustees of private and grant-making trusts, personal pension schemes and charities. | 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 |