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Jim Trafford
Portfolio Manager-Equities at Investec Wealth & Investment Ltd.
Profile
Mr. James A.
Trafford is a Divisional Director at Investec Wealth & Investment Ltd.
He has been in the Cheltenham office since 2007.
His experience in looking after clients’ investments dates back to 1987.
After graduating, he joined Henderson Crosthwaite, which later became Rensburg Sheppards (now Investec Wealth & Investment).
Mr. Trafford has a BA degree in Accounting.
He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and hold the CISI Diploma.
Jim Trafford 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 | 2006-12-31 |
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Private companies | 1 |
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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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