Charles Robert Nuttall Heaton
Portfolio Manager-Equities at Investec Wealth & Investment Ltd.
Profile
Mr. Charles R.
Heaton is a Divisional Director at Investec Wealth & Investment Ltd.
He is a specialist private client and charity investment manager with over 30 years’ experience, looking after a select number of family accounts, their associated trusts and pensions.
He is also a member of the Asset Allocation Committee and a member of the Stock Selection Committee.
Mr. Heaton joined stockbrokers Scrimgeour Vickers in 1986, following time at the RAC Cirencester, and then specialized in European equities at the Central Board of Finance of the Church of England and COIF.
He also worked at Rathbone Investment Management for 12 years where he lead the development of their investment process.
Mr. Heaton joined Williams de Broë (now Investec Wealth & Investment) in 2008 with the acquisition of Singer & Friedlander Investment Management, where he was a member of the Asset Allocation and Stock Selection committees.
He graduated from Lancaster University and he is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).
Charles Robert Nuttall Heaton active positions
Companies | Position | Start |
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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 |
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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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