Jane Mathias is a divisional director at Investec. She has over 30 years’ experience in the industry and focuses on discretionary investment management and building long-term relationships with direct clients to help them achieve their personal ambitions.
has extensive expertise in bespoke
portfolio management and wealth preservation.
I am passionate about INSPIRING and SUPPORTING others professionally. On a personal level, good food.
What do you feel passionate about both professionally and personally?
On a professional level, inspiring and supporting others. On a personal level, good food.
Share an example of early life that
has shaped you?
My parent’s divorce when I was in my early 20’s. My mother was a home maker, who put my brother and I first but, as a divorced woman who had always been financially dependent upon my father, life was more challenging. I recognised the lack of control she had and whilst my mother was and still remains strong, capable and independent, the experience helped shape my views around my own independence and how I wanted to be in control of the choices I made in life. Financial independence gives freedom and choice and I was motivated to focus on what I wanted to do with my life, to have a career. By extension, my choice of career gives me the opportunity to help others, both as a team manager, but primarily as an investment manager where I can help clients structure their own finances to meet personal objectives and goals.
Highlights of your career so far?
Being a female team leader with the largest team in our London Wealth office, and the success we have achieved together. I feel privileged to have a seat at the table which gives me a voice in helping shape and navigate the direction of the firm.
Key lessons you have learned along the way?
The power of inspiring, supporting and engaging with colleagues as a leader. Not everybody is as they seem.
Best piece of advice you have received?
Treat others as you would like to be treated yourself. Be approachable to others at all levels and treat everybody as equals. I absolutely believe in the power of working collaboratively with each individual being valued for their contribution.
Advice to a young person just starting their career?
Work hard and make your own luck. Get involved. Don’t be afraid to fail, to ask for help or advice.
What is the greatest challenge you have faced either personally or in your career?
Living alone at the age of 37 and having sole responsibility, although getting an appointment with my hairdresser during lockdown comes a close second.
How do you approach and deal with challenges?
Methodically and analytically. To remove myself from the problem and to see it for what it is, to absorb the facts and find solutions.
How do you stay motivated at work and at home?
I am a Taurean and a creature of habit. I enjoy early starts. We are currently a business in change and I find it exciting to be able to participate in helping shape the future of the business.
Why do you love what you do?
The breadth of the role. It is an art, not a science and our industry is constantly evolving. Knowing that I can have a positive impact on clients’ lives, that I can assume the responsibility for managing their finances to allow them to focus on the things that are most important to them.
Why is it important to support women-led business?
We need different voices in the marketplace and women bring a different perspective and experiences that add creative value at all levels.
My inspiration is...
the satisfaction and joy of doing something well
My greatest fear is...
potholing, which is why I’ve chosen never to do it!
The most courageous thing I’ve ever done is...
moving from having a job to having a career. Telling my boss I wanted to be an investment manager, not a secretary, and making it happen.
Mantra you live by?
If you are going to do it, do it well
Female role model?
Helena Morrissey, Sheryl Sandberg, Simone Biles, Helen Mirren
Women-led brand you love?
Top productivity tool?
Can’t survive without an iPhone.
The value of your investments can go down as well as up and you may not get back the full amount invested.