James Alexander Wallace
Portfolio Manager-Equities at Investec Wealth & Investment Ltd.
Profile
Mr. James A.
Wallace is an Investment Director at Investec Wealth & Investment Ltd.
Mr. Wallace previously worked in the compliance department at an independent financial advice firm.
Mr. Wallace has a BA degree in History.
He is a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI), having completed the full Diploma in 2011.
James Alexander Wallace active positions
| Companies | Position | Start |
|---|---|---|
Investec Wealth & Investment Ltd.
 Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Portfolio Manager-Equities | 2007-12-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Finance |
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