Simon Fontes
Portfolio Manager-Equities at Investec Wealth & Investment Ltd.
Profile
Mr. Anthony S.
Fontes is a Senior Investment Director at Investec Wealth & Investment Ltd.
He is works on discretionary Investment Management and Strategy, Private Client Portfolios including taxable Accounts, ISAs, SIPPs, Offshore Bonds, Charities and Trusts.
Mr. Fontes spent several years in London working for property advisers Lambert Smith Hampton before switching careers.
He has a degree in Estate Management.
Mr. Fontes is also a Chartered Fellow of the Securities & Investment Institute (Chartered FCSI) and holds the Diploma in Financial Planning (DipPFS) from the Chartered Insurance Institute (CII).
Simon Fontes 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 | 2006-01-31 |
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
- Simon Fontes