Jim Trafford
Gestore di Portafoglio-Azioni presso Investec Wealth & Investment Ltd.
Profilo
Mr. James A.
Trafford is a Divisional Director at Investec Wealth & Investment Ltd.
He has been in the Cheltenham office since 2007.
His experience in looking after clients’ investments dates back to 1987.
After graduating, he joined Henderson Crosthwaite, which later became Rensburg Sheppards (now Investec Wealth & Investment).
Mr. Trafford has a BA degree in Accounting.
He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and hold the CISI Diploma.
Posizioni attive di Jim Trafford
| Società | Posizione | Inizio |
|---|---|---|
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 | 01/01/2007 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 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 |
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