Jason Alexander Paul
Portfolio Manager-Aktien bei Investec Wealth & Investment Ltd.
Profil
Mr. Jason A.
Paul is an Investment Director at Investec Wealth & Investment Ltd.
He is working in a team that looks after Private Client portfolios, as well as trusts, SIPP's, pension funds and charities.
Mr. Paul joined Price Waterhouse in Liverpool after graduating in 1990.
In 1993, he moved to Williams De Broe in London, before moving up to the Birmingham office.
In 1997, he joined Merrill Lynch's London office, later transferring to the Manchester office.
At Merrill Lynch, he was a Vice President and the youngest Relationship Manager in the U.K to reach the Falcon's recognition club.
Mr. Paul was asked to work for Gerrards in Manchester as a Division Director, after Merrill Lynch closed their Manchester office.
In 2004, he took up his Position at Rensburg Sheppards (now Investec Wealth and Investment) in Liverpool, becoming an Investment Director in 2010.
He has a BS degree in Agricultural Economics from Reading University.
Mr. Paul holds the Diploma in Financial Planning and he is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).
Aktive Positionen von Jason Alexander Paul
Unternehmen | Position | Beginn |
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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. | Portfolio Manager-Aktien | 01.01.2010 |
Erfahrungen
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Börsennotierte Unternehmen
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Private Unternehmen | 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 |