Rachel Kerr
Gestore di Portafoglio-Azioni presso Investec Wealth & Investment Ltd.
Profilo
Ms. Rachel Kerr is a Senior Investment Director at Investec Wealth & Investment Ltd.
She manages individual discretionary portfolios for private individuals, family trusts and personal pensions.
Since 2005, she is working alongside the charities team to look after charity trustees who want their personal assets managed in a similar style.
Ms. Kerr believes in giving a bespoke and personal service, and building strong long-term client relationships.
Ms. Kerr originally joined Rensburg Sheppards (now Investec Wealth & Investment) in 1992 and became a member of the Securities Institute in 2001.
She became a Chartered Fellow of the CISI and also holds the IMC qualification and have FCSI status.
Posizioni attive di Rachel Kerr
| 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 | 01/01/1992 |
Precedenti posizioni note di Rachel Kerr
| Società | Posizione | Fine |
|---|---|---|
Rensburg Sheppards Investment Management Ltd.
 Rensburg Sheppards Investment Management Ltd. Investment ManagersFinance Rensburg Sheppards Investment Management Ltd. (RSIM) is the ivestment management subsidiary of Rensburg Sheppards Plc, itself a subsidiary of Investec Plc (LSE: INVP) in Great Britain, an international specialist bank and asset manager that provides a range of financial products and services to a select client base in Great Britain, South Africa, Australia and certain other countries. RSIM can trace its roots back to 1873 when stockbrokers Stanley Battye & Co. was founded. Based in London with regional offices throughout Great Britain, the firm provides investment management services and advice to private investors, trusts, charities and small pension funds. | Gestore di Portafoglio-Azioni | 01/06/2010 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
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Società collegate
| Aziende private | 2 |
|---|---|
Rensburg Sheppards Investment Management Ltd.
Rensburg Sheppards Investment Management Ltd. Investment ManagersFinance Rensburg Sheppards Investment Management Ltd. (RSIM) is the ivestment management subsidiary of Rensburg Sheppards Plc, itself a subsidiary of Investec Plc (LSE: INVP) in Great Britain, an international specialist bank and asset manager that provides a range of financial products and services to a select client base in Great Britain, South Africa, Australia and certain other countries. RSIM can trace its roots back to 1873 when stockbrokers Stanley Battye & Co. was founded. Based in London with regional offices throughout Great Britain, the firm provides investment management services and advice to private investors, trusts, charities and small pension funds. | Finance |
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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- Rachel Kerr
