Rosie Daniels
Gestionnaire de Portefeuille-Actions chez Investec Wealth & Investment Ltd.
Profil
Ms. Rosemary J.
Daniels is a Senior Investment Director at Investec Wealth & Investment Ltd.
She manages portfolios on behalf of private clients, charities, trusts and personal pension schemes.
Ms. Daniels joined Greig Middleton, completing her professional qualifications in 1999.
She remained with the company for 12 years, eventually leaving Barclays Wealth to join her former colleagues at Williams de Broe (now Investec Wealth & Investment) in September 2011.
She has an Honours degree in Psychology from Aberdeen University and is a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).
Postes actifs de Rosie Daniels
| 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 | 01/09/2011 |
Expériences
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Relations
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
