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Profilo
Mr. Gareth T.
Price is an Investment Director at Investec Wealth & Investment Ltd. He manages bespoke portfolios for private clients, trusts and charities, on both a discretionary and advisory basis, and have significant experience of investment with ISAs, SIPPS and offshore vehicles.
Mr. Price graduated from the University of Birmingham in 2008 with a BA degree in English.
He completed both the Investment Advice Diploma and the Chartered Wealth Manager Qualification, passing the final exam with merit.
He is a Member of the Chartered Institute for Securities & Investment (MCSI) and a Chartered Wealth Manager.
Precedenti posizioni note di Gareth Thomas Price
| Società | Posizione | Fine |
|---|---|---|
Investec Wealth & Investment Ltd.
 Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Gestore di Portafoglio-Azioni | 01/04/2025 |
Formazione di Gareth Thomas Price
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
85
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Birmingham
 University of Birmingham Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Finance |
