
Tom Squire
I manage investment portfolios for wealthy individuals and their advisers, charities and companies. Each portfolio is tailored... | Guildford, Guildford, United Kingdom
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Tom Squire’s Location Guildford, Guildford, United Kingdom
Tom Squire’s Expertise I manage investment portfolios for wealthy individuals and their advisers, charities and companies. Each portfolio is tailored to suit the objectives and risk tolerance of that particular client. All asset classes are incorporated to allow for a multi-strategy approach. I can help with: - portfolio management - meeting retirement income goals - preservation of wealth and tax planning I joined Investec in 2005 and have been managing investments since 2008. Prior to that I was a land buyer for a major housebuilder. I hold the CISI Diploma and am a Chartered Wealth Manager. I have a degree in Finance with French from the University of Durham. I am keen to develop relationships with: - high net worth individuals and their advisers - people who have recently sold a business or received an inheritance - solicitors and accountants Away from the office I enjoy gardening, winter sports, watching rugby and almost anything with an engine. A lively retriever and young family provide a constant source of activity.
Tom Squire’s Current Industry Investec Wealth And Investment
Tom
Squire’s Prior Industry
Berkeley
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Investec Wealth And Investment
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Work Experience

Investec Wealth And Investment
Senior Investment Director
Sat Oct 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Berkeley
Land Buyer
Sun Aug 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)