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Profil
Mr. David J.
Bulteel is an Executive Director at Investec Wealth & Investment Ltd. He is head of the International business for Investec Wealth & Investment.
Mr. Bulteel joined stockbroker Quilter Hilton Goodison in 1979, moving to fellow stockbroker Capel Cure Myers in 1983.
He became head of the firm’s international team in 1988.
In 2001, the team moved to Carr Sheppards Crosthwaite (now Investec Wealth & Investment) and he went on to become head of the South Eastern offices in 2007.
He has a BA degree in Business, and a Member of the Chartered Institute for Securities & Investment (Chartered MCSI).
Anciens postes connus de David John Hillersdon Bulteel
| Sociétés | Poste | Fin |
|---|---|---|
Investec Wealth & Investment Ltd.
 Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Director of Investments | 01/07/2018 |
Rensburg Sheppards Ltd.
 Rensburg Sheppards Ltd. Investment ManagersFinance Functions as a holding company through its subsidiaries provides investment management services | Directeur/Membre du Conseil | 25/06/2010 |
Rensburg Sheppards Investment Management Ltd.
 Rensburg Sheppards Investment Management Ltd. Investment ManagersFinance RSIM is an active manager which is organized into three distinct groups. The Asset Allocation Group meets monthly to determine overall investment strategy and asset allocation. The Stock Sector Group determines stock and sector selections, including UK equities. The Collective Investment Committee reviews the range of alternative investments available and provides information and guidance to the investment managers. Portfolio managers and analysts share information. The firm performs in-house research, supplemented by third party research of quoted companies in order to construct lists of equities from which clients' portfolios are constructed. RSIM fund managers conduct research and can not make or change recommendations without the approval of the Stock/Sector Group, comprised of senior directors in fund management teams. Recommendations are communicated to investment managers who make investment decisions. Research into externally-managed fund investments, unit trusts and other collective vehicles is also carried out by specialists who report to the Asset Allocation Group or the Alternative Investment Group. | Corporate Officer/Principal | 01/06/2010 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Rensburg Sheppards Investment Management Ltd.
Rensburg Sheppards Investment Management Ltd. Investment ManagersFinance RSIM is an active manager which is organized into three distinct groups. The Asset Allocation Group meets monthly to determine overall investment strategy and asset allocation. The Stock Sector Group determines stock and sector selections, including UK equities. The Collective Investment Committee reviews the range of alternative investments available and provides information and guidance to the investment managers. Portfolio managers and analysts share information. The firm performs in-house research, supplemented by third party research of quoted companies in order to construct lists of equities from which clients' portfolios are constructed. RSIM fund managers conduct research and can not make or change recommendations without the approval of the Stock/Sector Group, comprised of senior directors in fund management teams. Recommendations are communicated to investment managers who make investment decisions. Research into externally-managed fund investments, unit trusts and other collective vehicles is also carried out by specialists who report to the Asset Allocation Group or the Alternative Investment Group. | Finance |
Rensburg Sheppards Ltd.
Rensburg Sheppards Ltd. Investment ManagersFinance Functions as a holding company through its subsidiaries provides investment management services | Finance |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm. | Finance |
