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Perfil
Mr. David Henry is an Investment Manager at Vestra Wealth LLP.
He joined Vestra in 2011, and is responsible for managing discretionary mandates on behalf of private clients and Independent Financial Advisers.
Mr. Henry graduated with a degree in Law from Newcastle University.
He holds the IAD, Private Client Investment Advice & Management Certificate and is a Member of the Chartered Institute for Securities and Investment..
Antiguos cargos conocidos de David Henry.
| Empresas | Cargo | Fin |
|---|---|---|
LGT Wealth Management UK LLP
 LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Gestor de Cartera-Acciones | 01/01/2017 |
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LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Finance |
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