22 Mar 2024
Keeping your balance in the markets
Our head of investment strategy, John Wyn-Evans and Jessie Kwok, Senior Investment Director in the charities team, explore gains in equity and bond markets, the move towards a global allocation in equities, stand-out opportunities in equity sectors, alternative assets of potential interest to charities and more!
Learn more about the speakers and discover other sessions from our Charities Conference below.
Our head of investment strategy, John Wyn-Evans and Jessie Kwok, Senior Investment Director in the charities team, explore gains in equity and bond markets, the move towards a global allocation in equities, stand-out opportunities in equity sectors, alternative assets of potential interest to charities and more!
Learn more about the speakers and discover other sessions from our Charities Conference below.
Speakers in this video
John Wyn-Evans
Head of Investment Strategy
I am responsible for directing the firm's tactical asset allocation within client portfolios. I chair the Asset Allocation Committee as well as sitting on the Global Investment Strategy Group. A key part of my job is to communicate our investment strategy to both investment managers and clients. This is most widely seen in the Weekly Digest and Monthly Commentary products. I also undertake marketing trips around the country, although these are becoming more virtual in their nature. I make regular media appearances to comment on markets.
Jessie Kwok
Senior Investment Director - Charities
Jessie started her career with HSBC in 2007 as an analyst and subsequently moved into discretionary portfolio management, managing multi-asset portfolios for private clients, trusts and charities. She continued as an private client investment manager and equity analyst at Cazenove Capital and London & Capital. Before joining Investec, Jessie was the investment lead of a robo-advice project at Fidelity. She is a CFA charterholder.
John Wyn-Evans
Head of Investment Strategy
I am responsible for directing the firm's tactical asset allocation within client portfolios. I chair the Asset Allocation Committee as well as sitting on the Global Investment Strategy Group. A key part of my job is to communicate our investment strategy to both investment managers and clients. This is most widely seen in the Weekly Digest and Monthly Commentary products. I also undertake marketing trips around the country, although these are becoming more virtual in their nature. I make regular media appearances to comment on markets.
Jessie Kwok
Senior Investment Director - Charities
Jessie started her career with HSBC in 2007 as an analyst and subsequently moved into discretionary portfolio management, managing multi-asset portfolios for private clients, trusts and charities. She continued as an private client investment manager and equity analyst at Cazenove Capital and London & Capital. Before joining Investec, Jessie was the investment lead of a robo-advice project at Fidelity. She is a CFA charterholder.
Stay in the loop
Sign-up to our Charities newsletter to get the latest insights straight to your inbox.
Services for charities
Find out how we can help you help others with a range of investment management and banking solutions.
Start a conversation
Tell us about your charity’s challenges and needs and we’ll talk to you about your options.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.