Dean Hodgson
Portfolio Manager-Aktien bei Hawksmoor Investment Management Ltd.
Profil
Mr. Geoffrey D.
Hodgson is a Senior Investment Manager at Hawksmoor Investment Management Ltd.
Mr. Hodgson was previously employed as a Senior Investment Director by Investec Wealth & Investment Ltd.
and an Investment Director by Williams de Broë Ltd.
He manages a range of investment mandates for private clients, private trusts, charities, pension funds (SIPPs, SASS and QROPS/FURBS) and friendly societies in the UK.
He works closely with the clients and their advisers (financial advisers, solicitors and accountants) and take a pride in providing a personalized service, tailored to each client’s individual needs and personal preferences.
Mr. Hodgson has over 20 years’ wealth management industry experience and have worked in Bath for 15 years.
He joined Albert E.
Sharp in 1996 as a trainee private client stockbroker, based in Bristol.
An internal move took him to their Bath office in 2000 and he subsequently joined Williams de Broe (now Investec Wealth & Investment) following the takeover of Gerrard by Barclays in 2007.
The Bath office continues to grow organically following the integration into Investec Wealth & Investment in 2011.
He received his BSc Honours Degree from Loughborough University in 1988, having studied human biological sciences.
Mr. Hodgson is a Chartered Fellow of the Securities Institute for Securities and Investments and successfully completed the Diploma in 1997 with a credit in private client investment advice and management.
Aktive Positionen von Dean Hodgson
Unternehmen | Position | Beginn |
---|---|---|
Hawksmoor Investment Management Ltd.
Hawksmoor Investment Management Ltd. Investment ManagersFinance Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers. | Portfolio Manager-Aktien | 01.11.2020 |
Ehemalige bekannte Positionen von Dean Hodgson
Unternehmen | Position | Ende |
---|---|---|
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Portfolio Manager-Aktien | 01.08.2020 |
Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Portfolio Manager-Aktien | 01.09.2011 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Williams de Broë Ltd.
Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds. | Finance |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Finance |
Hawksmoor Investment Management Ltd.
Hawksmoor Investment Management Ltd. Investment ManagersFinance Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers. | Finance |