FUND MANAGERS
Grand United Order of Oddfellows Friendly Society has appointed Investec Wealth & Investment Limited http://www.investec.co.uk/about-investec/what-we-do/wealth-and-investment.htmlto manage our funds.
The company traces its roots back to the nineteenth century and offers a wealth of experience and expertise. Group funds under management stand at over 19 billion and are run from 15 offices across the United Kingdom.
Investec Wealth & Investment Limited prides itself on providing a personal service, tailored to the individual client.
Grand United Order of Oddfellows Friendly Society funds are prudently managed by James Horsfall on behalf of Investec Wealth & Investment Limited.
James Horsfall
James Horsfall joined Investec Wealth & Investment Limited ( previously Rensburg Sheppards Investment Management Limited) in 1995 and is now a Senior Investment Director and portfolio manager based in the Leeds office.
James is responsible for discretionary accounts including private investors, charities, trusts and pension schemes. He is a Fellow of the Securities Institute and holds its diploma.
When becoming a policy holder, we will assign you to a branch allowing you the opportunity to apply for membership of the branch to attend meetings locally if you so wish and take a more active part in the running of the branch and, ultimately, the Society and perhaps attend our Annual Moveable Conference as a delegate at no cost to yourself and enjoy the fraternal side of the Oddfellows.
For the full definition of a qualifying policy under HMRC rules mentioned in the application, please click here
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