Julie Rose Watkins
Portfolio Manager-Equities at Investec Wealth & Investment Ltd.
Profile
Ms. Julie R.
Watkins is a Senior Investment Director at Investec Wealth & Investment Ltd.
She specializes in managing private clients and various trust portfolios.
Ms. Watkins started her career in stockbroking in 1978 and worked for two other stockbroking firms Harris Allday Lea & Brookes (EFG) and Barclays Wealth.
In October 2008, she joined Williams de BroE (now Investec Wealth and Investment), which was acquired by Investec in December 2011 as part of its takeover of the Evolution Group.
Ms. Watkins is a Fellow of the Chartered Institute for Securities and Investment.
Julie Rose Watkins 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 | 2008-09-30 |
Former positions of Julie Rose Watkins
| Companies | Position | End |
|---|---|---|
Williams de Broë Ltd.
 Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Director of Investments | 2011-08-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 2 |
|---|---|
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Finance |
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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