Profil
Mr. Julius A.
Lipner, CFA, is a Chartered Financial Adviser & Investment Manager at Plutus Wealth Management LLP.
Mr. Lipner spent 15 years as a Fund Manager running Hedge Fund and Absolute Return mandates, working at firms such as Goldman Sachs, Blackrock and Aviva Investors.
He is experienced in all forms of tax, inheritance, modelling and investment advice and specializes in holistic, transformational Financial Planning, Advice and Wealth Management.
He received his Master's degree in Economics from Oxford.
Aktive Positionen von Julius Alan Lipner
| Unternehmen | Position | Beginn |
|---|---|---|
Plutus Wealth Management LLP
 Plutus Wealth Management LLP Investment ManagersFinance Plutus Wealth Management LLP is a chartered firm of experienced independent financial advisers that offers a full spectrum of financial planning and investment management services. The private company is based in London, UK and was founded in 2008 by Ross Stephen Yiend and Mark Armstrong Croxford. The British company's team of financial advisers put your needs at the heart of all they do, making tax planning for your finances easy. The company offers services such as mortgage advice and investment management for new and seasoned investors. | Portfolio Manager-Aktien | 01.04.2021 |
Ehemalige bekannte Positionen von Julius Alan Lipner
| Unternehmen | Position | Ende |
|---|---|---|
Aviva Investors Global Services Ltd.
 Aviva Investors Global Services Ltd. Investment ManagersFinance Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors. | Portfolio Manager-Aktien | 01.04.2012 |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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| Private Unternehmen | 2 |
|---|---|
Aviva Investors Global Services Ltd.
Aviva Investors Global Services Ltd. Investment ManagersFinance Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors. | Finance |
Plutus Wealth Management LLP
Plutus Wealth Management LLP Investment ManagersFinance Plutus Wealth Management LLP is a chartered firm of experienced independent financial advisers that offers a full spectrum of financial planning and investment management services. The private company is based in London, UK and was founded in 2008 by Ross Stephen Yiend and Mark Armstrong Croxford. The British company's team of financial advisers put your needs at the heart of all they do, making tax planning for your finances easy. The company offers services such as mortgage advice and investment management for new and seasoned investors. | Finance |