Richard Cardo, Cfa
About Richard Cardo, Cfa
Richard Cardo is a Portfolio and Fund Manager at Investec Wealth & Investment, where he has worked since 2006. He has extensive experience in investment analysis and portfolio management, having previously held positions at UBS, J.P. Morgan, and Rand Merchant Bank.
Work at Investec
Richard Cardo serves as a Portfolio & Fund Manager at Investec Wealth & Investment, a position he has held since 2006 in the United Kingdom. In this role, he is responsible for managing discretionary multi-asset class segregated stock portfolios and unit trust funds for high net worth private and institutional clients. His responsibilities include engaging in stock research and analysis, conducting macro-economic research, and contributing to strategic asset allocation decisions as a member of the SA Asset Allocation Committee and the Long-Term Growth Equity Investment Committee.
Previous Experience
Before his current role at Investec, Richard Cardo held various positions in the financial sector. He worked as an Investment Analyst at Investec from 2000 to 2004 in Johannesburg, South Africa. Prior to that, he was a Risk Analyst at UBS in London for one year from 1998 to 1999, and a Legal & Risk Advisor at J.P. Morgan for one year from 1997 to 1998. He also worked at Rand Merchant Bank as Institutional Business Development from 2004 to 2006. His early career includes a role as an Attorney at Venn Nemeth & Hart Inc from 1995 to 1997.
Education and Expertise
Richard Cardo has a strong educational background in finance, law, and economics. He studied at Kearsney College from 1986 to 1989 and later attended the University of Natal, where he earned a Bachelor of Commerce in Economics & Law from 1990 to 1992. He also obtained a Bachelor of Laws from the University of KwaZulu-Natal in 1994. Cardo achieved the Chartered Financial Analyst (CFA) designation from the CFA Institute between 2001 and 2003. Additionally, he studied Finance/Investment at INSEAD, completing the Global Investors program in 2010.
Professional Affiliations
Richard Cardo actively participates in professional committees that influence investment strategies. He is a member of the SA Asset Allocation Committee, where he contributes to strategic asset allocation decisions. Additionally, he serves on the Long-Term Growth Equity Investment Committee at Investec Wealth & Investment, focusing on long-term investment strategies and portfolio management.