Profil
Ms. Lisa J.
Davies is an Investment Manager at PSigma Investment Management Ltd.
She joined HSBC Investment Management as a trainee in the private client division.
She has gained a broad experience of investment management and was primarily involved in the active management of private client portfolios, including pension funds and trusts.
She is also a member of the Securities Institute.
She joined PSigma in 2005 as an Investment Manager
Ms. Davies graduated with an Honors degree from the University of Manchester.
Ehemalige bekannte Positionen von Lisa J. Davies
| Unternehmen | Position | Ende |
|---|---|---|
Punter Southall Wealth Ltd.
 Punter Southall Wealth Ltd. Investment ManagersFinance Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities. | Portfolio Manager-Aktien | 01.06.2011 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Punter Southall Wealth Ltd.
Punter Southall Wealth Ltd. Investment ManagersFinance Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities. | Finance |
