Robert Christopher Travis
Portfolio Manager-Aktien bei Investec Wealth & Investment Ltd.
Profil
Mr. Robert C.
Travis is a Senior Investment Director at Investec Wealth & Investment Ltd.
As part of an experienced investment management team, he is responsible for the day-to-day management of an extensive range of client assets including individuals, charities, trusts, pension funds and corporate monies.
Mr. Travis also manages his own expanding client bank providing bespoke investment management advice.
He joined Investec after graduating in 2010 as a Trainee Investment Manager.
Mr. Travis has a first-class degree in Business and Financial Services.
He is a Chartered Fellow of the Chartered Institute for Securities & Investments, having achieved fully qualified status after passing the Masters in Wealth Management.
Mr. Travis is also currently studying for the Diploma in Regulated Financial Planning in order to enhance the overall service offered to his clients.
Aktive Positionen von Robert Christopher Travis
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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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 |