![James Robert Francis Menzies](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
James Robert Francis Menzies
Chief Investment Officer at Foundation Investment Management Ltd.
Profile
Mr. James R.
Menzies is an Investment Director at Foundation Investment Management Ltd.
(trading as Greystone Wealth Management).
He leads the Greystone investment team and helped develop our fund of fund proposition.
Mr. Menzies contributes on asset allocation, fund selection and risk management at our fortnightly investment committee meetings.
He is responsible for oversight of our investment philosophy, process and fund performance.
Mr. Menzies was employed as Investment Director by R.W.
Harris Ltd.
He holds a BA (Honors) in International Relations from Nottingham Trent University, and a MA in Finance and Investment from the University of Exeter.
He is an associate member of CFA UK (formerly the UK Society of Investment Professionals).
He is also a Chartered Wealth Manager and a Chartered Member of the Chartered Institute of Securities and Investment.
James Robert Francis Menzies active positions
Companies | Position | Start |
---|---|---|
Foundation Investment Management Ltd.
![]() Foundation Investment Management Ltd. Investment ManagersFinance Foundation Investment Management Ltd., do-business-as Greystone Wealth Management, is an investment management firm headquartered in Cheshire, UK. The firm was founded in 2012 and is a subsidiary of Greystone Financial Services (Holdings) Ltd., ultimately held by Gelfand, Rennert & Feldman LLC in the US. Greystone Wealth Management manages the Valu-Trac Greystone Funds (VT) and Greystone Wealth Management Portfolios (GWM). | Chief Investment Officer | - |
Former positions of James Robert Francis Menzies
Companies | Position | End |
---|---|---|
R.W. Harris Ltd.
![]() R.W. Harris Ltd. Investment ManagersFinance Founded in 1995, R.W. Harris Ltd. is a British company that provides investment advice. Part of Focus Financial Partners, Inc., the company is based in Altrincham, UK. | Chief Investment Officer | 31/07/2015 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 2 |
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R.W. Harris Ltd.
![]() R.W. Harris Ltd. Investment ManagersFinance Founded in 1995, R.W. Harris Ltd. is a British company that provides investment advice. Part of Focus Financial Partners, Inc., the company is based in Altrincham, UK. | Finance |
Foundation Investment Management Ltd.
![]() Foundation Investment Management Ltd. Investment ManagersFinance Foundation Investment Management Ltd., do-business-as Greystone Wealth Management, is an investment management firm headquartered in Cheshire, UK. The firm was founded in 2012 and is a subsidiary of Greystone Financial Services (Holdings) Ltd., ultimately held by Gelfand, Rennert & Feldman LLC in the US. Greystone Wealth Management manages the Valu-Trac Greystone Funds (VT) and Greystone Wealth Management Portfolios (GWM). | Finance |
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