Ross Michael Burgess
Portfolio Manager-Aktien bei Investec Wealth & Investment Ltd.
Profil
Mr. Ross M.
Burgess is a Senior Director at Investec Wealth & Investment Ltd.
His role involves managing multi-asset portfolios and providing broader financial planning advice as part of the firm's Wealth Planning service to a range of private clients and high net worth families.
He also assists with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals.
Mr. Burgess worked in the financial services industry since 1998, originally on the Zimbabwean stock exchange as a trainee dealer.
He moved to the UK in 2000 and joined a fund management team at Charles Stanley.
In 2004, he moved to Rensburg Sheppards (now Investec Wealth & Investment) and has been with the firm ever since.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).
Aktive Positionen von Ross Michael Burgess
| Unternehmen | Position | Beginn |
|---|---|---|
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 | 01.12.2004 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
