Profil
Ms. Susan C.
McLean is an Associate Investment Director at Investec Wealth & Investment Ltd.
She manages investment portfolios on behalf of private individuals, trusts, corporate clients and personal pension schemes.
She works with advisers in the legal, accountancy and financial sectors in creating portfolio solutions to meet clients’ short term needs and long term goals.
She also supports new business development opportunities within the Edinburgh Office.
She has more than 23 years of industry experience.
Ms. McLean began her career at Bank of Scotland Portfolio Management Service.
Ms. McLean is an Associate of the Chartered Institute of Bankers in Scotland and a Chartered Member of the Securities and Investment Institute.
Anciens postes connus de Susan Clare McLean
| Sociétés | Poste | Fin |
|---|---|---|
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 | 01/06/2015 |
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| Entreprise privées | 1 |
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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. | Finance |
