Charlotte Selby-Rickards
Portefeuillebeheerder-Aandelen bij Close Asset Management Ltd.
Profiel
Ms. Charlotte L.
Selby-Rickards is a Senior Investment Director at Close Asset Management Ltd.
She specialises in managing bespoke portfolios on behalf of private clients, trusts, charities, pension funds and offshore bonds, as well as for clients of professional advisers.
She works closely with clients to help them achieve their long term financial objectives.
She has over 27 years of experience in the financial industry having worked previously for Investec for 16 years and Gerrard (Barclays Wealth) before that.
Ms. Selby-Rickards is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Actieve functies van Charlotte Selby-Rickards
| Bedrijven | Functie | Begin |
|---|---|---|
Close Asset Management Ltd.
 Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates. | Portefeuillebeheerder-Aandelen | 01-04-2023 |
Eerdere bekende functies van Charlotte Selby-Rickards
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-04-2023 |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
Close Asset Management Ltd.
Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates. | Finance |
