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Simon Fontes
Gestore di Portafoglio-Azioni presso Investec Wealth & Investment Ltd.
Profilo
Mr. Anthony S.
Fontes is a Senior Investment Director at Investec Wealth & Investment Ltd.
He is works on discretionary Investment Management and Strategy, Private Client Portfolios including taxable Accounts, ISAs, SIPPs, Offshore Bonds, Charities and Trusts.
Mr. Fontes spent several years in London working for property advisers Lambert Smith Hampton before switching careers.
He has a degree in Estate Management.
Mr. Fontes is also a Chartered Fellow of the Securities & Investment Institute (Chartered FCSI) and holds the Diploma in Financial Planning (DipPFS) from the Chartered Insurance Institute (CII).
Posizioni attive di Simon Fontes
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 | 01/02/2006 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
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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