Jim Trafford
Portefeuillebeheerder-Aandelen bij Investec Wealth & Investment Ltd.
Profiel
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.
Actieve functies van Jim Trafford
| Bedrijven | Functie | Begin |
|---|---|---|
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 | 01-01-2007 |
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| Bedrijven in privébezit | 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 |
