About me
As an Investment Manager, I specialise in managing portfolios on behalf of high-net-worth individuals, trusts and charities and work very closely with Financial Planners to provide a complete service to clients. I have been a Divisional Director in the Cheltenham office since 2007 and believe very strongly in globally invested portfolios in a wide variety of asset classes with the aim of achieving the best possible long term outcomes.
Background/Experience
As a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI), I have the professional qualifications as well as many years of experience of managing clients' investments.
My Interests
I live locally with my family and enjoy travel and new culinary experiences.
My areas of expertise
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Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
Investec believe very much in offering each client a specific service that is right for them.
Jim Trafford