Andrew John Shard
Director of Research - Equity at Investec Wealth & Investment Ltd.
Profile
Mr. Andrew J.
Shard is a Divisional Director at Investec Wealth & Investment Ltd.
His role focuses on Investec's investment process, whether it be helping develop the investment strategy, the research of new investment ideas, or the portfolio management of key global equity offerings to clients.
More specifically, Mr. Shard is a member of Investec's Global Investment Strategy Group and Asset Allocation Committee, as well as the chairman of our Global Leaders Equity Portfolio and Sustainable Equity Fund.
Additionally, as part of the research team, his role is to work closely with the investment managers, in generating new global equity ideas that can add value to client portfolios.
Mr. Shard's previous roles included US equity and Global equity portfolio management at Invesco Perpetual, North American equity portfolio management at HBOS and US equity sales at Lehman Brothers.
He holds a BA degree in Economics, a Masters in Business Administration and he is a member of the Chartered Financial Analyst (CFA) Society of the UK.
Andrew John Shard active positions
| Companies | Position | Start |
|---|---|---|
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. | Director of Research - Equity | 01/01/2018 |
Former positions of Andrew John Shard
| Companies | Position | End |
|---|---|---|
Invesco Asset Management Ltd.
 Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Portfolio Manager-Equities | 01/07/2011 |
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| Private companies | 2 |
|---|---|
Invesco Asset Management Ltd.
Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | 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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