Jon Dunn

Director/Board Member at

Ashdell Schools Trust Ltd.

Finance

Consumer Services

Profile

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).

Jon Dunn active positions

Companies	Position	Start
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-Equities	2006-01-31
Ashdell Schools Trust Ltd. Ashdell Schools Trust Ltd. Other Consumer ServicesConsumer Services Operates as a day school	Director/Board Member	-

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Private companies	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