Profil
Mr. Phillip J.
Epsley is an Investment Manager at Charles Stanley & Co. Ltd.
He has experience in managing investment portfolios for Private Clients and Clients of Intermediaries, Trusts, Charities and Friendly Societies, he also specialises in the Investment Management of SIPPs.
In 2007 he joined Williams de Broe and left in August 2012 when the company was merged into Investec Wealth and Investment.
He has been awarded the status of Chartered Fellow of the Chartered Institute for Securities and Investment in 2010.
Anciens postes connus de Phillip J. Epsley
| Sociétés | Poste | Fin |
|---|---|---|
Williams de Broë Ltd.
 Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Gestionnaire de Portefeuille-Actions | 01/08/2012 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Finance |
