Carl Robert Cross
Head-Equity Investments presso Investec Wealth & Investment Ltd.
Profilo
Mr. Carl R.
Cross is a Regional Head at Investec Wealth & Investment Ltd.
He heads up the Liverpool office and am northern regional director, managing assets on behalf of private clients, pension funds, trusts and charities.
He joined BWD Rensburg (now Investec Wealth & Investment) in 1995 as an equity analyst, where he undertook original research on oil, industrial and utility companies and contributed to overall stock selection.
Subsequently, in 2001, he helped to form the private client discretionary fund management department in Liverpool.
He took over as head of the Liverpool office in April 2016 and as regional director of the northern offices in April 2018.
He graduated with a first class degree in History from the University of Liverpool in 1995 and went on to pass the Securities Institute Diploma.
He is also a Chartered Fellow of the Chartered Institute for Securities & Investment.
Posizioni attive di Carl Robert Cross
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. | Head-Equity Investments | 01/04/2016 |
Esperienze
Posizioni ricoperte
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Aziende private
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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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- Carl Robert Cross