Profil
Jonathan Peter Wragg currently works at Rensburg Sheppards Ltd., as Director from 2000.
Mr. Wragg also formerly worked at Rensburg Sheppards Investment Management Ltd., as Chief Executive Officer, Williams de Broë Ltd., as Chief Executive Officer in 2012, WDB Asset Management Ltd., as Chief Executive Officer from 2012 to 2017, Investec Wealth & Investment Ltd., as Chief Executive Officer from 2005 to 2020, Williams de Broë Private Investment Management Ltd., as Chief Executive Officer in 2012, Rensburg Sheppards Ltd., as Finance Director from 2000 to 2011, The Wealth Management Association, as Director, and Investec Click & Invest Ltd., as Director.
Postes actifs de Jonathan Peter Wragg
| Sociétés | Poste | Début |
|---|---|---|
Rensburg Sheppards Ltd.
Rensburg Sheppards Ltd. Investment ManagersFinance Functions as a holding company through its subsidiaries provides investment management services | Directeur/Membre du Conseil | 01/12/2000 |
Anciens postes connus de Jonathan Peter Wragg
| 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. | Directeur Général | 31/03/2020 |
WDB Asset Management Ltd.
WDB Asset Management Ltd. Investment Banks/BrokersFinance Provides fund management services | Directeur Général | 13/10/2017 |
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance As the manager of discretionary accounts and private accounts WDB develops solutions tailored to suit the requirements of their clients. As the manager of mutual funds they aim to achieve long-term capital growth while outperforming specific indexes such as the FTSE World Index, the FTSE World Ex-UK Index, and the FTSE All Share Index. The firm places emphasis on careful stock selection and they combine in-house fundamental, quantitative and technical analysis with research from their sister firm, Evolution Securities, to provide recommendations. The WDB research department determines the overall investment strategy, although their investment managers are free to make specific investment decisions that best suit client needs, superimposing their in-house investment policy on research received from a variety of global securities houses. | President | 01/06/2012 |
Williams de Broë Private Investment Management Ltd.
Williams de Broë Private Investment Management Ltd. Investment ManagersFinance Provides investment advice | President | 01/06/2012 |
Rensburg Sheppards Ltd.
Rensburg Sheppards Ltd. Investment ManagersFinance Functions as a holding company through its subsidiaries provides investment management services | Directeur Financier/CFO | 31/03/2011 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 8 |
|---|---|
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 |
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance As the manager of discretionary accounts and private accounts WDB develops solutions tailored to suit the requirements of their clients. As the manager of mutual funds they aim to achieve long-term capital growth while outperforming specific indexes such as the FTSE World Index, the FTSE World Ex-UK Index, and the FTSE All Share Index. The firm places emphasis on careful stock selection and they combine in-house fundamental, quantitative and technical analysis with research from their sister firm, Evolution Securities, to provide recommendations. The WDB research department determines the overall investment strategy, although their investment managers are free to make specific investment decisions that best suit client needs, superimposing their in-house investment policy on research received from a variety of global securities houses. | Finance |
The Wealth Management Association
The Wealth Management Association Miscellaneous Commercial ServicesCommercial Services Provides advice to investment community | Commercial Services |
WDB Asset Management Ltd.
WDB Asset Management Ltd. Investment Banks/BrokersFinance Provides fund 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 |
Williams de Broë Private Investment Management Ltd.
Williams de Broë Private Investment Management Ltd. Investment ManagersFinance Provides investment advice | Finance |
Investec Click & Invest Ltd.
Investec Click & Invest Ltd. Investment ManagersFinance Provides digital investment management services | Finance |
















