Martin Andrew Lord
Gestionnaire de Portefeuille-Actions chez Investec Wealth & Investment Ltd.
Profil
Mr. Martin A.
Lord is a Senior Investment Director at Investec Wealth & Investment Ltd.
He is a founding Director of the Birmingham office, with more than 25 years’ experience of managing segregated investment portfolios.
During this time, he has specialized in building solid personal client relationships through several family generations and professional adviser partnerships.
Mr. Lord joined the trustee division of Lloyds Private Bank in Birmingham, where he looked after high-net-worth clients, before moving into private client investment management.
His previous career within trustee services has given him knowledge of trusts from trustee and investment manager perspectives.
His growing charity client base includes educational, religious orders, hospices, industry training councils, family and general purpose trusts.
He is supported by a team which has worked together for a decade to provide a bespoke service to clients and their professional advisers.
He has a BA degree in Economics.
Mr. Lord is a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).
He is also part-qualified towards the Trustee Diploma from Chartered Institute of Bankers.
Postes actifs de Martin Andrew Lord
| 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 | 28/08/2012 |
Anciens postes connus de Martin Andrew Lord
| 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
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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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 |