![Matt Ellis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Matthew J.
Ellis is a Senior Investment Director at Investec Wealth & Investment Ltd. He manages investments on behalf of private clients, trusts, charities and institutions.
Mr. Ellis joined Barclays Wealth’s Account Management team in 2007.
He then moved to TD Waterhouse, where he managed and presented the firm’s client education programed in London for two years.
He graduated with a Degree in Economics and History from the University of Leeds and a Level 7 CISI Masters in Wealth Management.
Mr. Ellis is a Member of the Chartered Institute for Securities and Investment (Chartered MCSI) and holds the Certificate in Securities.
Matt Ellis active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 02/12/2010 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
89
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
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