Scott Richard Jones
Gestionnaire de Portefeuille-Actions chez Investec Wealth & Investment Ltd.
Profil
Mr. Scott R.
Jones is a Divisional Director at Investec Wealth & Investment Ltd.
He manages portfolios on behalf of private clients, trusts and company pension schemes.
He is a member of the management and business development committees.
Mr. Jones joined Williams de Broe (now Investec) and completed his financial exams.
He moved to the private client team in 1999 and spent the next six years building up a strong client base.
In 2005, he was promoted to Investment Director and headed up the fledgling Bath office.
Following its success, he returned to Bournemouth in 2009 as Head of Office.
Shortly afterwards, he joined the company’s executive committee as an Executive Director.
He has a degree in English Literature from Swansea University and he is also a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).
Postes actifs de Scott Richard Jones
Sociétés | Poste | Début |
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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 | 01/01/2005 |
Anciens postes connus de Scott Richard Jones
Sociétés | Poste | Fin |
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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. | Gestionnaire de Portefeuille-Actions | 30/12/2010 |
Expériences
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Sociétés liées
Entreprise privées | 2 |
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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 |