Alison Jane Maillardet-O'Neill
Gestore di Portafoglio-Azioni presso Investec Wealth & Investment Ltd.
Profilo
Ms. Alison J.
Maillardet-O'Neill is a Senior Investment Director at Investec Wealth & Investment Ltd.
She specialise in managing investment portfolios for individuals, trusts including personal injury trusts, pension funds and charities.
She also work closely with professional trustees and solicitors in providing investment management services to their clients.
Ms. Maillardet-O'Neill previously worked in a number of roles within wealth management firm Gerrard (later bought by Barclays).
She has a Certificate in Private Client Investment Advice and Management, as well as being a Chartered Member of the Chartered Institute for Securities & Investment.
Posizioni attive di Alison Jane Maillardet-O'Neill
Società | Posizione | Inizio |
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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. | Gestore di Portafoglio-Azioni | 01/05/2007 |
Esperienze
Posizioni ricoperte
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Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Aziende private | 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 |
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