Shaun Lacey Chartered FCSI, C.Dir, Dip(ITM), TEP

Shaun Lacey Chartered FCSI, C.Dir, Dip(ITM), TEP

Director

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  • Timeline

  • About me

    Executive Director & Office Head at Investec Wealth & Investment CI 🇨🇭Licensed Swiss Client Adviser

  • Education

    • Elizabeth College, Guernsey

      1969 - 1980
    • GTA University Centre

      2014 - 2015
  • Experience

    • MeesPierson Capital Management

      Mar 1986 - Oct 1997
      Director
    • Havelet Asset Management Limited

      Oct 1997 - Mar 1999
      Managing Director
    • Leopold Joseph & Sons (Guernsey) Limited

      Aug 1999 - Oct 2001
      Executive Director - Trust & Corporate
    • Investec Wealth & Investment (Channel Islands) Limited

      Oct 2001 - now
      Executive Director
    • The Chartered Institute for Securities & Investment (The CISI)

      Sept 2006 - Oct 2009
      Non Executive Director
    • Happy Chilhood Shelter LBG

      Jun 2017 - Sept 2024
      Chairman

      Guernsey charity to assist with a Brazilian Orphanage in Sāo Pedro de Aldeia in RJ.

    • Shiloh Properties LBG

      Sept 2021 - Sept 2024
      Director
  • Licenses & Certifications

    • Licensed Swiss Client Adviser

      Swiss Financial Market Supervisory Authority FINMA
      May 2021
      View certificate certificate
    • Institute of Directors Diploma in Company Direction

      The Institute of Directors
      Jun 2016
    • STEP Diploma in International Trust Management

      STEP – Advising Families Across Generations
      Sept 1998
    • Institute of Directors Certificate in Company Direction

      The Institute of Directors
      Mar 2015
    • Chartered Wealth Manager

      Chartered Institute for Securities & Investment (CISI)
      Dec 1996
    • Fellow of the Institute of Directors

      The Institute of Directors
      Sept 1996
    • Chartered Institute of Bankers - Banking Diploma Stage 1 Conversion Course

      Institute of Financial Services Practitioners
      Sept 1981
    • Spears Magazine 'Top Recommended' Wealth Manager in Guernsey 2022

      Spear's Magazine
      Apr 2022
    • Spears Magazine Best UK Private Client Wealth Manager List 2021, 2022, & 2023

      Spear's Magazine
      Apr 2021
      View certificate certificate
    • Chartered Fellow of the Chartered Institute for Securities & Investment

      Chartered Institute for Securities & Investment (CISI)
      Dec 1996
  • Volunteer Experience

    • Primary School Volunteer

      Issued by Investec on Jun 2012
      InvestecAssociated with Shaun Lacey Chartered FCSI, C.Dir, Dip(ITM), TEP