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Robert Christopher Travis
Portfolio Manager-Aktien bei
Investec Wealth & Investment Ltd.
Finance
Profil
Mr. Robert C.
Travis is a Senior Investment Director at Investec Wealth & Investment Ltd. As part of an experienced investment management team, he is responsible for the day-to-day management of an extensive range of client assets including individuals, charities, trusts, pension funds and corporate monies.
Mr. Travis also manages his own expanding client bank providing bespoke investment management advice.
He joined Investec after graduating in 2010 as a Trainee Investment Manager.
Mr. Travis has a first-class degree in Business and Financial Services.
He is a Chartered Fellow of the Chartered Institute for Securities & Investments, having achieved fully qualified status after passing the Masters in Wealth Management.
Mr. Travis is also currently studying for the Diploma in Regulated Financial Planning in order to enhance the overall service offered to his clients.
Aktive Positionen von Robert Christopher Travis
| 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 | 01.01.2010 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
87
Beziehungen ersten Grades
1
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
