Mark Kennedy Wheeler

Senior Investment Director at Investec Wealth & Investment (UK)

Mark Kennedy Wheeler

Mark Kennedy Wheeler

Senior Investment Director at Investec Wealth & Investment (UK)

Biography

Mr. Mark K. Wheeler is Senior Investment Director at Investec Wealth & Investment Ltd. He is part of a team of investment managers which looks after individuals, trusts, charities and pension funds. He joined Carr Sheppards (now Investec Wealth & Investment) in 1997 to focus on private client investment management.After graduating in 1985, Mr. Wheeler held a number of different roles in financial services companies (including research, management, compliance and fund management). Mr. Wheeler is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI), a Fellow of the Chartered Management Institute and an Associate of the UK Society of Investment Professionals.

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Former Head-Charities at Rensburg Sheppards Investment Management Ltd.

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Former Professional at Rensburg Sheppards Plc

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Divisional Director at Investec Wealth & Investment (UK)

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Head of International Equity Research at Investec Wealth & Investment (UK)

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Head of Research at Investec Wealth & Investment (UK)

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Head, Fund Research at Investec Plc

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Divisional Director at Investec Wealth & Investment (UK)

Relationship likelihood: Strong

Divisional Director at Investec Wealth & Investment (UK)

Relationship likelihood: Strong

Former Professional at Rensburg Sheppards Plc

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Senior Investment Director at Investec Wealth & Investment (UK)

Relationship likelihood: Strong

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Mark Kennedy Wheeler
Senior Investment Director at Investec Wealth & Investment (UK)
Career History
Senior Investment Director
1997 - Current

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.

Other Affiliations

Mark Kennedy Wheeler is affiliated with Investec Wealth & Investment (UK)

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