Joe Davies
Portefeuillebeheerder-Aandelen bij Investec Wealth & Investment Ltd.
Profiel
Mr. Joseph P.
Davies is a Senior Investment Director at Investec Wealth & Investment Ltd.
He builds and manages portfolios for private clients, trusts, companies and charities.
Mr. Davies was previously employed with Coutts, where he was one of the Founding Managers of their Guildford office, and also at Kleinwort Benson Private Bank, where he was a Senior Member of the regional team.
Mr. Davies also worked as a Business Development Officer by Vestra Wealth LLP and served on the board at European Investment Management Ltd.
He has professional qualifications through the Securities Institute.
Mr. Davies is also an Associate of the Chartered Institute of Bankers and a Chartered Member of the Institute of Financial Services.
Actieve functies van Joe Davies
| 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 | 12-12-2013 |
Eerdere bekende functies van Joe Davies
| Bedrijven | Functie | Einde |
|---|---|---|
KW Investment Management Ltd.
 KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities. | Corporate Officer/Principal | 01-10-2013 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
KW Investment Management Ltd.
KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities. | 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 |
