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Who’s Moving Where In Wealth Management? – Investec, Fulcrum, Hawksmoor, Others

Editorial Staff

24 May 2023

Investec Wealth & Investment
has appointed David Holder as senior investment research analyst in a new role, which involves building out research of investment companies. Reporting to research director John Monaghan, he will also provide additional resource to the 20-strong research and consulting team in the analysis of open-ended funds whilst contributing to the Square Mile’s consulting output, the firm said. 

With over 20 years’ experience in investment strategy research, Holder was previously at Edison Group where he was an associate director, delivering qualitative and quantitative analysis across a range of investment companies. Prior to this, he was a senior investment analyst at Hargreaves Lansdown, responsible for the research of European and UK Equity Income strategies.  Earlier roles include senior fund selection specialist at Investec Wealth & Investment and senior analyst at Morningstar.