Tara-Beth Donnelly
Portfolio Manager-Equities at Investec Wealth & Investment Ltd.
Profile
Ms. Tara-Beth Donnelly is an Investment Manager at Investec Wealth & Investment Ltd.
Alongside a team of Senior Investment Directors, she manages assets on behalf of private individuals, trusts, charities, IFA clients and pension schemes.
Ms. Donnelly worked at Towers Watson Ltd.
specializing in investment reporting before joining Investec in August 2013.
She has a BA degree in Economics and Philosophy from the University of Sheffield.
Ms. Donnelly also hold the Chartered Financial Analyst (CFA) Investment Management Certificate and the Chartered Wealth Manager Qualification from the Chartered Institute for Securities & Investment (CISI).
Tara-Beth Donnelly 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 | 2013-06-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
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 |
- Stock Market
- Insiders
- Tara-Beth Donnelly
