Profil
Mr. Rupert E.
Stevenson is a Divisional Director, Head of Sales & Strategy at Investec Wealth & Investment Ltd. He is responsible for managing portfolios on behalf of Individuals and Families with a specific focus on Entrepreneurs, Business Owners and Senior Executives.
Mr. Stevenson began his career at Brewin Dolphin.
After that, he worked for 10 years as a Senior Financial Adviser at Merrill Lynch Global Wealth Management where he managed multi-currency international portfolios for high-net-worth clients.
In 2009, he joined Rensburg Sheppards (now Investec Wealth & Investment) as an Investment Director.
Between 2012 and 2016, he was Head of the International business.
managing the team relationships within the offshore centers of Guernsey, Switzerland, Hong Kong, Mauritius and the International desks in London.
He is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).
Mr. Stevenson fully FCA registered and a member of the Chartered Institute for Securities and Investment.
Anciens postes connus de Rupert Edward Hugh Stevenson
| Sociétés | Poste | Fin |
|---|---|---|
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Gestionnaire de Portefeuille-Actions | 01/07/2021 |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 1 |
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Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Finance |
















