Luke Kauntze
Portfolio Manager-Equities at Investec Wealth & Investment Ltd.
Profile
Mr. Anthony L.
Kauntze is a Senior Investment Director at Investec Wealth & Investment Ltd.
He has significant experience in structuring multi-asset investment portfolios for high-net-worth individuals and families.
For over 12 years, he managed a broad range of investment portfolios for individual private clients, pensions, trusts, charities and corporates.
In many instances, this involves inheritance tax planning wrappers.
Mr. Kauntze also specializes in Tier 1 Investor Visa portfolios and also sit on the Investec Entrepreneurs’ Committee.
Mr. Kauntze joined Rensburg Sheppards in 2008 as an Investment Director, having worked previously at HSBC Global Asset Management as a specialist private client investment manager.
He is a Chartered Fellow of the Securities and Investments Institute (SII) and holds the SII Diploma.
Mr. Kauntze is also Financial Conduct Authority registered.
Luke Kauntze 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 | 2008-11-04 |
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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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