Phil Osborn

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Profile

Mr. Philip J.
Osborn is a Senior Investment Director at Investec Wealth & Investment Ltd. His role in the international team focuses on the management of multi-currency portfolios for UK resident and international clients, trusts and offshore investment holding companies.
After working for a small private client broker for five years, he joined Capel-Cure Myers in 1985.
Since 1987, he managed portfolios for international clients and was part of a team that joined Carr Sheppards Crosthwaite (now Investec Wealth & Investment) from Gerrard in 2001.
He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Former positions of Phil Osborn

Companies	Position	End
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	2018-07-01

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Private companies	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