Max Wallace-Jones
Mitglied des Investmentausschusses bei Investec Wealth & Investment Ltd.
Profil
Mr. Maxwell C.
Wallace-Jones is a Divisional Director at Investec Wealth & Investment Ltd.
He leads a team of four portfolio investment managers who oversee a wide variety of onshore and offshore private client mandates.
Mr. Wallace-Jones personally manages private client portfolios, which frequently include Self-Invested Pension Plans, ISAs, family trusts and small charities.
He also works closely with intermediaries, such as independent financial advisers, accountants and solicitors, who introduce their clients to the discretionary portfolio expertise.
In addition, he sits on the Investment Policy Committee, which plays a key role in creating model portfolios.
Mr. Wallace-Jones believes that private client portfolio management is a very personal profession where the understanding of clients’ requirements is paramount.
His career began at JM Finn & Co in 1984, where he worked on the floor of the London Stock Exchange.
In 1986, he joined their private client team as a partners’ assistant.
During the stock market crash of 1987 and the early 1990s’ recession, he built his client base and learned the benefits of asset allocation and diversification.
Since leaving JM Finn in 1997, he worked with private clients for a number of fund managers.
Mr. Wallace-Jones also worked as an Investment Director at BNP Paribas Private Investment Management Ltd., and at Fortis Private Investment Management Ltd.
He has been a Chartered Member of the Chartered Institute for Securities and Investment (Chartered MCSI) since 1996.
Aktive Positionen von Max Wallace-Jones
Unternehmen | Position | Beginn |
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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. | Mitglied des Investmentausschusses | 28.08.2012 |
Ehemalige bekannte Positionen von Max Wallace-Jones
Unternehmen | Position | Ende |
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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 |
BNP Paribas Private Investment Management Ltd. | Director of Investments | 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. | Director of Investments | 28.06.2010 |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 4 |
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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 |