Ursprung des Netzwerks ersten Grades von Oliver Greenhalgh Steuart Stones
Einheit | Art der Einheit | Industrie | |
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Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.
195
| Subsidiary | Investment Managers | 195 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Oliver Greenhalgh Steuart Stones
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
University of Strathclyde | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Warwick | College/University | Undergraduate Degree Undergraduate Degree | |
Quartet Capital Partners LLP
Quartet Capital Partners LLP Investment ManagersFinance Quartet Capital Partners LLP (Quartet) is a boutique, Great Britain-based multi-asset investment manager headquartered in Richmond, Surrey. The firm was founded by Colin McInnes and Niels Jensen in 2009. Quartet provides discretionary investment management services for private investors, trusts and pension schemes in the UK and globally. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Loughborough University | College/University | Undergraduate Degree Undergraduate Degree | |
Vermeer Investment Management Ltd.
Vermeer Investment Management Ltd. Investment ManagersFinance Vermeer Investment Management Ltd. (Vermeer) is an asset management firm headquartered in London. The firm is a wholly-owned subsidiary of Vermeer Holdings LLP. They were founded in 2014 by Timothy Gregory. Vermeer manages Vermeer UCITS ICA for individual and institutional investors. | Investment Managers | Investment Committee Member Analyst-Equity | |
University of Birmingham | College/University | Undergraduate Degree Undergraduate Degree | |
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Bristol | College/University | Undergraduate Degree Undergraduate Degree | |
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. | Investment Managers | Portfolio Manager-Equities | |
Tilney Asset Management Services Ltd.
Tilney Asset Management Services Ltd. Investment ManagersFinance Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries. | Investment Managers | Director of Investments | |
The University of Southampton | College/University | Undergraduate Degree | |
James Hambro & Partners LLP
James Hambro & Partners LLP Investment ManagersFinance James Hambro & Partners LLP (JH&P) is an independent asset management firm headquartered in London, UK. The firm was founded in 2009 by Charlie Underwood, Andrew Steel, Anthony Balniel and William van Straubenzee. JH&P provides discretionary and non-discretionary investment management services through separately managed accounts, listed funds and pooled investment vehicles for individuals, families, trusts and charities. | Investment Managers | Portfolio Manager-Equities | |
Janus Henderson Investors UK Ltd.
Janus Henderson Investors UK Ltd. Investment ManagersFinance Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities. | Investment Managers | Analyst-Equity | |
Cornelian Asset Managers Ltd.
Cornelian Asset Managers Ltd. Investment ManagersFinance Cornelian Asset Managers Ltd. (Cornelian) is a Scottish specialist investment firm headquartered in Edinburgh. Founded in 1992, the firm was formerly known as Noble Asset Managers Ltd. and changed their name to Cornelian Asset Managers in 2005. They are a subsidiary of Cornelian Asset Managers Group Ltd., ultimately held by Brooks MacDonald Group plc (LON: BRK). Cornelian creates and actively manages high quality, diversified, multi-asset portfolios and risk-managed funds to clients ranging from individuals and their families to large pension funds and charities. | Investment Managers | Analyst-Equity | |
Arbuthnot Latham & Co. Ltd.
Arbuthnot Latham & Co. Ltd. Investment ManagersFinance Arbuthnot Latham & Co. Ltd. (ALC) is the investment management subsidiary of Arbuthnot Banking Group Plc (LSE: ARBB) in Great Britain which was founded in 1833. Headquartered in London, ALC provides investment services for a range of customers including private individuals, entrepreneurs, real estate investors and developers, owner-managed businesses, solicitors, accountants, insolvency practitioners, letting and managing agents and charities. | Investment Managers | Portfolio Manager-Equities | |
University of Birmingham School | College/University | Undergraduate Degree | |
Quilter Cheviot International Ltd. | Investment Managers | Chief Executive Officer | |
Handelsbanken Wealth & Asset Management Ltd.
Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries. | Investment Managers | Head-Equity Investments | |
City University London | College/University | Undergraduate Degree | |
University of East Anglia | College/University | Undergraduate Degree | |
Liverpool John Moores University | College/University | Undergraduate Degree | |
Morningstar Europe Ltd.
Morningstar Europe Ltd. Investment ManagersFinance Morningstar Europe Ltd. is the Great Britain-based investment research subsidiary of Morningstar Holland BV, ultimately owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, the firm was founded in 2000 and provides investment research services to European retail and institutional investors. Morningstar Europe takes a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments they cover. Their global coverage uses the same consistent research framework in every region where Morningstar analysts are evaluating investments. | Investment Managers | Analyst-Equity | |
Edison Investment Research Ltd.
Edison Investment Research Ltd. Investment ManagersFinance Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders. | Investment Managers | Analyst-Equity | |
Kingston University
Kingston University Other Consumer ServicesConsumer Services Minnesota Steel Industries LLC manufactures steel. It incorporated the commercially available technology in mining, concentrating, pellet plant, DRI and electric arc steelmaking on a single site, making it one of the lowest cost steel producers in the world. The company is headquartered in St. Paul, MN. | College/University | Undergraduate Degree | |
University of Durham | College/University | Undergraduate Degree | |
Trinity College Dublin | College/University | Undergraduate Degree | |
The University of Sheffield | College/University | Undergraduate Degree | |
The University of Edinburgh | College/University | Undergraduate Degree | |
Bippit Ltd.
Bippit Ltd. Internet Software/ServicesTechnology Services Bippit Ltd. is a British UK-based company that provides professional financial coaching services to employees. The company offers a complete solution that includes goal tracking, budgeting tools, workshops, webinars, account connections, health checks, and personalized resources. Bippit's coaching services are provided by fully qualified and regulated professionals who have years of training and experience. The company uses the latest technology combined with professional coaching to help employees feel more confident with their finances and more settled in their organization. Bippit provides detailed reports to help employers understand improvements in employee wellbeing while protecting employee privacy. The company was founded by Samuel James Lathey, Erich Schudt, Grace Tolley-Smith, and Samuel James Lathey has been the CEO since incorporation. | Internet Software/Services | Chief Executive Officer | |
Green Street Advisors (UK) Ltd.
Green Street Advisors (UK) Ltd. Investment Banks/BrokersFinance Part of Green Street Advisors LLC, Green Street Advisors (UK) Ltd. is a leading independent research and advisory firm specializing in the commercial real estate industry. The company is based in London, UK, and is known for its commercial property price index, which is a superior source for timely and reliable real estate values. The British company provides unparalleled insight, advice, and service to knowledgeable investors. Founded in 2008 by John Joseph Lutzius, Green Street offers real estate and REIT research trusted by investors for over 35 years. | Investment Banks/Brokers | Analyst-Equity | |
The University of Manchester | College/University | Graduate Degree | |
Blackfriars Asset Management Ltd.
Blackfriars Asset Management Ltd. Investment ManagersFinance Blackfriars Asset Management Ltd. (Blackfriars) is the Great Britain-based, wholly-owned asset management subsidiary of The Hamon Investment Group Pte Ltd. in Hong Kong. Located in London, the firm was established in 1998 as part of WestAM. In 2006, BNY Mellon acquired 50% of WestAM to form WestLB Mellon Asset Management UK Ltd. Blackfriars is a specialist investment boutique. Their clients include savings banks, commercial banks, corporations, foundations, endowments, governments, central banks, insurance companies, mutual funds and pension funds. The firm manages segregated accounts and mutual funds including the Luxembourg-registered Compass umbrella fund. | Investment Managers | Portfolio Manager-Fixed Income | |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Analyst-Equity | |
University of Oxford | College/University | Graduate Degree | |
BAILLIE GIFFORD EUROPEAN GROWTH TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
HENDERSON INTERNATIONAL INCOME TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
HENDERSON HIGH INCOME TRUST PLC | Investment Trusts/Mutual Funds | Chairman | |
Marshall's Charity | Director/Board Member | ||
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Henley Management College | College/University | Chief Executive Officer | |
REGIONAL REIT LIMITED | Real Estate Investment Trusts | Director/Board Member | |
The Gordon Foundation (United Kingdom)
The Gordon Foundation (United Kingdom) Investment Trusts/Mutual FundsMiscellaneous The Gordon Foundation (United Kingdom) provides educational services to individuals. The non-profit company is based in the UK and was founded in 1888. | Investment Trusts/Mutual Funds | Director/Board Member | |
London Stock Exchange Plc
London Stock Exchange Plc Investment Banks/BrokersFinance London Stock Exchange Plc, operates as a stock exchange. It offers capital market, trading, information, derivatives, studio, regulatory, enhanced, connectivity, telephone network, reference and historical data, historic price, corporate action, trade data, valuation data, broker ranking, matching and reconciliation. The company was founded in 1571 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Corporate Officer/Principal | |
Institutional Protection Services Ltd. | Director/Board Member |
Statistik
International
Vereinigtes Königreich | 48 |
Irland | 2 |
Vereinigte Staaten | 2 |
Sektoral
Finance | 24 |
Consumer Services | 19 |
Miscellaneous | 5 |
Technology Services | 2 |
Commercial Services | 2 |
Operativ
Portfolio Manager-Equities | 125 |
Investment Committee Member | 25 |
Analyst-Equity | 24 |
Undergraduate Degree | 22 |
Director/Board Member | 19 |
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