Profil
Mr. David J.
Dunn is a Senior Investment Director at Investec Wealth & Investment Ltd. He is on the Board of Directors at Ashdell Schools Trust Ltd. He looks after investment portfolios for a range of private clients, trusts, charities and personal pension schemes.
His management responsibilities at the firm’s Sheffield office include chairing its Sales & Marketing Committee.
Mr. Dunn worked briefly for the Government Economic Service.
In 1987, he joined Sheffield-based stockbroking firm Nicholson Barber, becoming a partner in 1995.
In 1999, the business was acquired by BWD Securities and eventually became part of Investec Wealth & Investment.
He graduated from Durham University in 1986 with a degree in Economics.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).
Aktive Positionen von Jon Dunn
| Unternehmen | Position | Beginn |
|---|---|---|
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 | 01.02.2006 |
Ashdell Schools Trust Ltd.
Ashdell Schools Trust Ltd. Other Consumer ServicesConsumer Services Operates as a day school | Direktor/Vorstandsmitglied | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
Ashdell Schools Trust Ltd.
Ashdell Schools Trust Ltd. Other Consumer ServicesConsumer Services Operates as a day school | Consumer Services |
















