Tara-Beth Donnelly

Tara-Beth Donnelly

Investment Manager

+44 (0)20 7597 1234

+44 (0)20 7597 1234

London skyline

About me

Alongside a team of senior investment directors, I manage assets on behalf of private individuals, trusts, charities, IFA clients and pension schemes.

Specialisation

Investment Management

Background/Experience

After graduating university in 2010 I worked at Towers Watson Ltd specialising in investment reporting before joining Investec in 2013.

Qualifications

I have a BA (Hons) in Economics and Philosophy from the University of Sheffield. I also hold the Chartered Financial Analyst (CFA) Investment Management Certificate and the Chartered Wealth Manager Qualification from the Chartered Institute for Securities & Investment (CISI).

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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