Grant Jordan

Senior Investment Manager at Rathbone Brothers Plc

Grant Jordan

Grant Jordan

Senior Investment Manager at Rathbone Brothers Plc

Biography

Grant’s investment career began in 1999 with a role at Bank of Scotland Portfolio Management Service. He began managing client portfolios in 2005 after securing the Investment Management Certificate. He moved to Rensburg Sheppards (Investec Wealth & Investment) in 2009 and continued managing client portfolios until he left in late 2016. After a short spell at Anderson Strathearn he joined Speirs & Jeffrey in March 2018 as a Senior Investment Manager and works closely with Michael Wilson.

Grant has a business degree from the University of Abertay in Dundee and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

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Divisional Director at Investec Wealth & Investment (UK)

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Divisional Director & Head, Birmingham Office at Investec Wealth & Investment (UK)

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Executive Director & Investment Manager at Investec Wealth & Investment (UK)

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Global Head of Wealth & Investment at Investec Wealth & Investment (UK)

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Chief Investment Officer at Investec Wealth & Investment (UK)

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Chief Executive Officer at Investec Wealth & Investment (UK)

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Divisional Director at Investec Wealth & Investment (UK)

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Divisional Director at Investec Wealth & Investment (UK)

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Head of Research at Investec Wealth & Investment (UK)

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Divisional Director at Investec Wealth & Investment (UK)

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Grant Jordan
Senior Investment Manager at Rathbone Brothers Plc
Memberships
Member

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Career History
Senior Investment Manager
Current

Rathbone Brothers Plc engages in the provision of personalized investment and wealth management services for private clients, charities, and trustees. It operates through the Investment Management and Unit Trusts segments. The Investment Management segment offers discretionary investment management services to private clients, professional intermediaries, charities, and trustees. The Unit Trust segment provides a range of actively managed specialist and multi asset unit trusts that are designed to meet core investment needs. Its services include discretionary investment management, tax planning, trust and company management, pension advice, banking services, and unit trusts. The company was founded by William Rathbone II in 1720 and is headquartered in London, the United Kingdom.

Associate Investment Director
2009 - 2016

IW&I is an active manager which provides a range of wealth planning and investment management services including portfolio management, comprehensive advice and guidance on pensions and annuities and discretionary investment services. A very specific investment approach is required in order to provide a steady growth in income, protect the capital value of client assets and continue to provide for long term care and support. The firm's extensive experience in this field is vital in implementing the right strategy to meet those requirements. While the firm invests in direct equities, they are able to screen individual stocks according to a range of criteria. 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.

Portfolio Management Service
Prior

Bank of Scotland Plc provides banking and asset management services. The firm specializes in joint ventures, integrated finance, structures property finance, infrastructure finance and housing finance. It offers bank accounts, credit cards, loans, mortgages, investments, share dealing, insurance and travel services. The company was founded on July 17, 1695 and is headquartered in Edinburgh, the United Kingdom.

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