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James Croxton

James Croxton

Audit Senior

Followers of James Croxton209 followers
location of James CroxtonCity of Cape Town, Western Cape, South Africa

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  • Timeline

  • About me

    Investment Manager at Investec

  • Education

    • University of Cape Town

      1982 - 1982
      Postgraduate Diploma in Accounting Accounting

    • University of Cape Town

      1979 - 1981
      Bachelor of Commerce - BCom Accounting

  • Experience

    • PIM Goldby, Accountants

      Jan 1983 - Dec 1985
      Audit Senior

      Audit Senior at accounting firm

    • Richardson, Reaid and Partners, Accountants

      Jan 1986 - Dec 1986
      Audit Manager

      Audit Manager for accounting firm

    • Euro Suisse Securities Ltd, Stock Brokers

      Jan 1987 - Dec 1995

      Finance Director of Inter-bank European Government Bond Brokerage. Administrative Director of Inter-bank European Government Bond Brokerage. Company Secretary and Accountant of Inter-bank European Government Bond Brokerage.

      • Financial Director

        Jan 1989 - Dec 1995

      • Administrative Director

        Jan 1988 - Dec 1988

      • Company Secretary and Accountant

        Jan 1987 - Dec 1987

    • HSBC

      Jan 1998 - Dec 2004
      Investment Manager

    • Investec

      Jan 2005 - now
      Investment Manager

      I formulate investment strategies for high net worth individuals and families that are appropriate given their unique life circumstances and risk appetite. Drawing on Investec Wealth & Investment's truly global investment process I design local and offshore investment solutions that endeavor to preserve and grow my client's wealth over the long-term.

  • Licenses & Certifications

    • South African Regulatory Module

      Securities Institute, London
      Oct 1997

    • International Equity Markets

      Securities Institute, London
      Aug 1997

    • Introduction to International Capital Markets

      Securities Institute, London
      Aug 1997

    • The Bond Market

      South African Institute of Financial Markets
      Aug 2014

    • First Level Regulatory Examination: FSPs (Sole Proprietors) and Key Individuals in Categories I, II, IIA, III & IV

      Financial Services Board
      Sept 2011

    • First Level Regulatory Examination: Representative

      Financial Services Board
      Jun 2011

    • The Derivatives Market

      South African Institute of Financial Markets
      Mar 2011

    • Registered Securities Trader

      JSE
      Jul 1998