About me
My priority is delivering a bespoke portfolio management service for clients and their advisers. My team manages a wide range of multi-asset investment portfolios on behalf of individuals, families and institutions. We manage both onshore and offshore portfolios, including trusts, corporate funds, charities, pension funds, and other investment structures. We work closely with our clients to understand their financial objectives and build tailored portfolios that meet their present and future needs.
Background/Experience
I joined Investec's graduate programme in 2016, rotating through various teams within the bank. Prior to this, I read Classics at the University of Oxford. I am a member of the Chartered Institute for Securities and Investment, having completed both the Chartered Wealth Manager Qualification and the Investment Advice Diploma, and I am currently working towards completion of the Chartered Financial Analyst (CFA) Programme.
My interests
Outside of work, I enjoy tennis, skiing and running.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
At Investec, we always put the client first and strive to deliver an out of the ordinary service.
Rebecca Jones