Max Wallace-Jones
Investment Committee Member at Investec Wealth & Investment Ltd.
Max Wallace-Jones active positions
Companies | Position | Start | 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. | Investment Committee Member | 28/08/2012 | - |
Portfolio Manager-Equities | 28/08/2012 | - |
Career history of Max Wallace-Jones
Former positions of Max Wallace-Jones
Companies | Position | Start | End |
---|---|---|---|
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Director of Investments | - | 01/09/2011 |
Portfolio Manager-Equities | - | 01/09/2011 | |
BNP Paribas Private Investment Management Ltd. | Investment Committee Member | 28/06/2010 | 17/01/2011 |
Director of Investments | 28/06/2010 | 31/10/2011 | |
Portfolio Manager-Equities | 28/06/2010 | 31/10/2011 | |
Fortis Private Investment Management Ltd.
Fortis Private Investment Management Ltd. Investment ManagersFinance Fortis Private Investment Management Ltd., (FPIM) is the Great Britain-based investment services subsidiary of Fortis SA/NV (XB: FORB) in Belgium. Located in the City of London, the firm's customers include individuals and families, professional intermediaries, charities and trusts. | Investment Committee Member | - | 28/06/2010 |
Director of Investments | - | 28/06/2010 | |
Portfolio Manager-Equities | - | 28/06/2010 |
Statistics
International
United Kingdom | 5 |
Operational
Portfolio Manager-Equities | 4 |
Investment Committee Member | 3 |
Director of Investments | 3 |
Sectoral
Finance | 5 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Fortis Private Investment Management Ltd.
Fortis Private Investment Management Ltd. Investment ManagersFinance Fortis Private Investment Management Ltd., (FPIM) is the Great Britain-based investment services subsidiary of Fortis SA/NV (XB: FORB) in Belgium. Located in the City of London, the firm's customers include individuals and families, professional intermediaries, charities and trusts. | Finance |
BNP Paribas Private Investment Management Ltd. | Finance |
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | 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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