Profile
Ms. Emily K.
Groom is an Investment Director at Investec Wealth & Investment Ltd.
She manages investments for private individuals, trusts, personal pensions and small charities.
Ms. Groom began her career with the company as an administrator in 2006.
After become fully qualified, she began advising clients on investments and managing portfolios.
She also provides comprehensive research and administrative support for the team and its clients.
Ms. Groom has a Bachelor of Science and holds a Masters in Wealth Management.
She is also a Chartered Member of the Chartered Institute of Securities & Investments (Chartered MCSI).
Former positions of Emily Kate Groom
Companies | Position | End |
---|---|---|
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. | Portfolio Manager-Equities | 01/05/2023 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
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 |
- Stock Market
- Insiders
- Emily Kate Groom