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James Peter Wilcox-Jones
Gestionnaire de Portefeuille-Actions chez
RBC Europe Ltd.
Finance
Profil
Mr. James Peter Wilcox-Jones is an Associate Director & Portfolio Manager at RBC Europe Ltd. He heads up the Portfolio Management team in the office and helps create bespoke multi-asset portfolios for private clients, trusts, charities and businesses.
He makes trades for clients and runs the investment strategy for the office, bringing in the Group’s central research teams to add support.
He also often joins Shrewsbury’s team of Investment Managers during client meetings to discuss investment decisions and direction.
Mr. Wilcox-Jones was previously employed as a Portfolio Manager by Brewin Dolphin Ltd.
He is a Member of the Chartered Institute for Securities & Investment, is a Chartered Wealth Manager and is also a qualified solicitor.
Postes actifs de James Peter Wilcox-Jones
| Sociétés | Poste | Début |
|---|---|---|
RBC Europe Ltd.
 RBC Europe Ltd. Investment ManagersFinance RBC Europe works with each client on wealth-building strategies that focus on what's important to them, their needs and plans for their family. The firm utilizes a customized wealth protection plan to help manage the risks that concern investors the most. | Gestionnaire de Portefeuille-Actions | 01/11/2024 |
Anciens postes connus de James Peter Wilcox-Jones
| Sociétés | Poste | Fin |
|---|---|---|
Brewin Dolphin Ltd.
 Brewin Dolphin Ltd. Investment ManagersFinance RBC Brewin Dolphin uses a research-driven investment approach tailored to the individual risk and restrictions profile of their clients. Their research is generated in-house, and they draw on expertise within the group's internal and external networks. The firm manages discretionary portfolios which seek to maximize shareholder wealth by investing in companies with strong growth potential. They seek capital appreciation from small companies and may invest in unlisted private firms. | Gestionnaire de Portefeuille-Actions | 01/11/2024 |
Expériences
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Actives
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Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
2
Entreprises liées au 1er degré
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
RBC Europe Ltd.
RBC Europe Ltd. Investment ManagersFinance RBC Europe works with each client on wealth-building strategies that focus on what's important to them, their needs and plans for their family. The firm utilizes a customized wealth protection plan to help manage the risks that concern investors the most. | Finance |
Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance RBC Brewin Dolphin uses a research-driven investment approach tailored to the individual risk and restrictions profile of their clients. Their research is generated in-house, and they draw on expertise within the group's internal and external networks. The firm manages discretionary portfolios which seek to maximize shareholder wealth by investing in companies with strong growth potential. They seek capital appreciation from small companies and may invest in unlisted private firms. | Finance |
