Bringing you live news and features since 2006 

IW&I appoints head of charities division

RELATED TOPICS​

Investec Wealth & Investment (IW&I) has appointed Mike Marsham to head the firm’s specialist charities division.

Based in London, Marsham will lead the specialist Charities Team which provides bespoke portfolio management and strategic advice to clients across the UK charity sector.  He will lead the team with responsibility for the strategy of the division.  He will directly manage a team of 15 professionals and report to Louise Hall (Head of London Investment Management).
 
Prior to joining IW&I, Marsham spent over a decade working at BlackRock, most recently as head of family offices, charities and endowment clients, responsible for managing the group’s relationships with many of the UK’s largest charities.  Prior to BlackRock, Mike worked in equity sales trading at ING Financial Markets, Paris. 
 
IW&I has been active in the UK charity sector for more than 80 years and currently manages GBP3.3 billion on behalf of nearly 1,200 clients (as at June 2017). The firm has seen charity assets under management grow by 17% over the last year (source Charity Finance).
 
Louise Hall, Head of IW&I’s London office, says: “We are absolutely delighted to welcome Mike to IW&I and look forward to working with him.  He has achieved tremendous success in building relationships with many significant charities and his experience in opening up new markets is a perfect fit for IW&I.  Under Mike’s leadership we are well placed to strengthen our position in the charities sector.”
 
Marsham says: “IW&I has an exceptional reputation in the charities sector. Our specialist Charities Team has a long history of designing and managing bespoke portfolio solutions for charities across the UK with an impressive track record of investment performance and client retention. I am especially excited to be a part of this group which has such an exciting future ahead of it.”
 

Latest News

BlackRock's iShares, an undisputed leader among European ETF issuers, pushed further ahead in Q1 with EUR173 billion in trades, triple..
European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by