Profile
Mr. Matthew J.
Ellis is a Senior Investment Director at Investec Wealth & Investment Ltd.
He manages investments on behalf of private clients, trusts, charities and institutions.
Mr. Ellis joined Barclays Wealth’s Account Management team in 2007.
He then moved to TD Waterhouse, where he managed and presented the firm’s client education programed in London for two years.
He graduated with a Degree in Economics and History from the University of Leeds and a Level 7 CISI Masters in Wealth Management.
Mr. Ellis is a Member of the Chartered Institute for Securities and Investment (Chartered MCSI) and holds the Certificate in Securities.
Matt Ellis 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 | 2010-12-02 |
Experiences
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1st degree connections
1st degree companies
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| 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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