Jon Joseph Walker
Head-Equity Investments at Investec Wealth & Investment Ltd.
Profile
Mr. Jon J.
Walker is a Head of Discretionary Portfolio Management at Investec Wealth & Investment Ltd.
He leads the team responsible for managing Investec’s managed portfolio on platforms service and fund Service.
He is also a member of the Liverpool discretionary desk and manages multi-asset portfolios on behalf of private clients, trusts, pension funds and charities.
He sits on Investec's Investment Committee and contributes towards the firm's UK equity and property selections through various investment selection committees.
After graduating in 2004, Mr. Walker joined Bank of New York before moving to his current role at Rensburg Sheppards (now Investec Wealth & Investment) in Liverpool.
During his time in this role, he has helped to develop the firm's model portfolio systems.
Mr. Walker holds a BA degree in Accountancy and Finance and is a Chartered Mamber of the Chartered Institute for Securities and Investment.
Jon Joseph Walker 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. | Head-Equity Investments | 2023-12-31 |
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| 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 |
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