Profil
Mr. Stephen W.
Hart is a Senior Investment Director at Investec Wealth & Investment Ltd.
He manages portfolios on behalf of individuals including Offshore Bonds, Trusts, Companies and Pensions and also manages funds on behalf of Charities and Not for Profit organizations.
Mr. Hart joined Investec in October 2014.
Over the years, he has gained a great deal of experience in managing investments on behalf of a varied client list.
Mr. Hart began his investment management career with a stock broking partnership in Salisbury in 1986.
Through various mergers and takeovers he worked for Capel Cure Myers, Gerrard and ultimately Barclays Wealth becoming a Director in early 2009.
Mr. Hart is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and a Chartered Wealth Manager.
He holds the CISI Diploma (Regulation & Compliance, Private Client Advice & Investment Management and Interpretation of Financial Statements).
Aktive Positionen von Steve Hart
| 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 | 10.10.2014 |
Erfahrungen
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| 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 |
