Jessie joins from Fidelity, where she launched a digital advice and discretionary portfolio solution, supporting the firm’s FinTech strategy. Before that, she worked at Schroders and subsequently London & Capital as a portfolio manager, managing discretionary multi asset portfolios with AUMs in the hundreds of millions. She is a CFA charterholder.
Jessie’s appointment follows a number of hires and promotions in the Charities team in 2021:
- Nicola Toyer was promoted to Head of Charities in March
- Tom Holbrook and Rhyanna Walton (both Investment Directors) moved to the Charities team from other teams within Investec
- Mark O’Connor joined as Business Development Director from Epworth Investment Management
Nicola Toyer, Head of Charities at Investec, commented:
“We’re excited to be welcoming Jessie to the team, bringing with her a wealth of diverse experience. Jessie’s hire – and the other talented people we have brought into our team – shows the scale of our ambition. We are investing heavily in our offering, to ensure that we are successful in our core mission for charities: helping you help others."
Jessie Kwok commented:
“With the firm’s plan to enhance our services to charities across the UK, it is an exciting time to join the Investec charities team. I’m looking forward to helping the team enhance their capabilities and support more charities across the UK with bespoke, high-quality investment services."