James Cassidy

James Cassidy

Trainee Investment Manager
Manchester office

About me

I work along side Chris and the other Investment Managers within the team assisting in the day to day management of client portfolios. This involves putting together performance valuations to send out to clients as well as detailing all the initial information into a report that clients will receive when they join Investec.

Background/Experience

I have recently completed the first exam of my Investment Advice Diploma and am looking to complete this before moving onto my chartered exams.

My interests

Outside of work I enjoy a range of sports including Football, Golf and Skiing. I'm a big United fan and love to go and watch them play on the weekend. Having just bought a house my weekends recently have been spent painting and trying to attempt D.I.Y

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I'm also an expert in...

Missing putts and slicing drives on the golf course.

Countryside stream
James Cassidy

Investec's office is so diverse and continuously encourages the development of its employees.