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

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

Director

Followers of Shaun Lacey Chartered FCSI, C.Dir, Dip(ITM), TEP1000 followers
location of Shaun Lacey Chartered FCSI, C.Dir, Dip(ITM), TEPGuernsey

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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