David William Kirkby
Portfolio Manager-Aktien bei Investec Wealth & Investment Ltd.
Profil
Mr. David W.
Kirkby is a Senior Investment Director at Investec Wealth & Investment Ltd.
He is a part of an experienced team that manages funds for clients including private individuals, trusts and local charities.
He concentrate on all aspects of a family’s wealth, working closely with our financial planning team to provide tax-efficient strategies, incorporating family trusts, inheritance tax and pension planning.
He also work closely with the AIM team to build relationships with clients of the AIM Portfolio IHT Plan to support their inheritance tax planning needs.
He joined the Leeds office of Investec Wealth & Investment (formerly Rensburg) in 2003.
He joined Barclays Stockbrokers and have worked in Peterborough and London.
He holds the Investment Management Certificate, Advanced Financial Planning Certificate.
Aktive Positionen von David William Kirkby
| Unternehmen | Position | Beginn |
|---|---|---|
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-Aktien | 01.02.2006 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Unternehmensverbindungen
| Private Unternehmen | 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 |
