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Simon Fontes
Portefeuillebeheerder-Aandelen bij Investec Wealth & Investment Ltd.
Profiel
Mr. Anthony S.
Fontes is a Senior Investment Director at Investec Wealth & Investment Ltd.
He is works on discretionary Investment Management and Strategy, Private Client Portfolios including taxable Accounts, ISAs, SIPPs, Offshore Bonds, Charities and Trusts.
Mr. Fontes spent several years in London working for property advisers Lambert Smith Hampton before switching careers.
He has a degree in Estate Management.
Mr. Fontes is also a Chartered Fellow of the Securities & Investment Institute (Chartered FCSI) and holds the Diploma in Financial Planning (DipPFS) from the Chartered Insurance Institute (CII).
Actieve functies van Simon Fontes
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-02-2006 |
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Bedrijven in privébezit | 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 |