Jonathan Bale

Jonathan Bale

Investment Director
Manchester office

About me

I head up the Manchester discretionary desk, managing segregated portfolios, with responsibility for providing a comprehensive investment management service for client portfolios in accordance with agreed objectives and risk profiles. 

Background/Experience

I have a long and varied career as a fund manager/ financial analyst, starting at Barclays private clients and then with roles at Scottish Widows, Halifax Fund Management and Coop Asset Management. I have managed many different asset classes but the bias has been on equity portfolio management, with a focus on independent financial analysis to deliver portfolio returns. The level of financial experience gained across many asset classes and market conditions is invaluable in my role as Head of the discretionary investment team in the Manchester office.

My interests

I am married with children and have always been a keen outdoor sports enthusiastic. Days of high alpine mountaineering and rock climbing are behind me however, the love for mountains is maintained with fell running and a desire for ultra marathon participation. I am also a keen road cyclist and a keen member of the Cheshire Mavericks Cycling Club.  

My areas of expertise

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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...

Knowledge of the Lake District 24 hour challenge, as a member of the Bob Graham Club.

Biking on the hills
Jonathan Bale

Investec provides a perfect balance between lifestyle wealth management and appropriate risk adjusted investment returns to meet client expectations.