Tom Freedman
Gestionnaire de Portefeuille-Actions chez Investec Wealth & Investment Ltd.
Profil
Mr. Thomas M.
Freedman is a Senior Investment Director at Investec Wealth & Investment Ltd.
He manages investment portfolios on behalf of private individuals, IFAs, trusts, personal pensions and small charities.
Mr. Freedman served as an Officer in The Royal Green Jackets/The Rifles for six years before joining the industry in 2009.
Prior to joining Investec Wealth and Investment, he worked in the City with Kleinwort Benson.
He has a BA (Hons) Politics degree from Exeter University.
Mr. Freedman is also a Chartered Wealth Manager and a Member of the Chartered Institute for Securities and Investment (CISI).
He completed the CISI’s Chartered Wealth Manager qualification, and the Chartered Insurance Institute Financial Planning Diploma units – including tax, pensions and financial protection.
Mr. Freedman also holds the Investment Management Certificate.
Postes actifs de Tom Freedman
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 | 24/06/2013 |
Expériences
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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 |