Before joining Investec in 2020 Jack served as an Officer in the Royal Marines. In his new role as an Investment Manager he manages investment portfolios and client relationships on behalf of private individuals, trusts and corporates.
Having gained the Chartered Wealth Manager qualification his role involves managing client relationships to ensure that their investments are working for them and their financial objectives.
Outside of work Jack tries to get outdoors whenever he can with his young family as well as an annual trip to the native Devon so that he can still, albeit loosely, call himself a surfer.
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I believe Investec combines the best of both worlds; a personal relationship with an Investment Manager providing a bespoke active management service, and who is backed up by the extensive research resources available to a trusted FTSE 250 institution.
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.