Profil
Mr. Gareth T.
Price is an Investment Director at Investec Wealth & Investment Ltd. He manages bespoke portfolios for private clients, trusts and charities, on both a discretionary and advisory basis, and have significant experience of investment with ISAs, SIPPS and offshore vehicles.
Mr. Price graduated from the University of Birmingham in 2008 with a BA degree in English.
He completed both the Investment Advice Diploma and the Chartered Wealth Manager Qualification, passing the final exam with merit.
He is a Member of the Chartered Institute for Securities & Investment (MCSI) and a Chartered Wealth Manager.
Ehemalige bekannte Positionen von Gareth Thomas Price
| Unternehmen | Position | Ende |
|---|---|---|
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Portfolio Manager-Aktien | 01.04.2025 |
Ausbildung von Gareth Thomas Price
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
University of Birmingham
University of Birmingham Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Finance |
















