Profil
Mr. Oliver J.
Stainer is an Investment Director at Quilter Cheviot Ltd.
He is responsible for the day-to-day management of client portfolios and manages these portfolios across a number of assets, including global stocks, bonds and funds.
Mr. Stainer has a focus on UK and global direct equity portfolios, most notably portfolios for large offshore trusts.
He works alongside a trusted group of financial advisers, accountants and lawyers in the United Kingdom and South Africa.
He has extensive experience in constructing well diversified investment portfolios for high-net-worth and ultra-high-net-worth clients in both the United Kingdom and South Africa.
Mr. Stainer started his career in the City of London in 2001 and has been working in the financial markets ever since.
Previously, he worked as an institutional sales trader for SEB, one of Sweden’s largest banks.
He was also a stockbroker, working within private equity and dealing with the Alternative Investment Market (AIM).
Mr. Stainer was also an investment specialist at Edward Jones and what is now Tilney Bestinvest.
He completed two degrees concurrently at the University of the Witwatersrand in Johannesburg: a Bachelor of Commerce, Accounts, Finance and Investment, and a Bachelor of Building Science (Construction Management) Honors.
He obtained his Masters in Wealth Management in the United Kingdom through the Chartered Institute of Securities and Investments and became a Fellow of the institute in 2011.
Aktive Positionen von Oliver James Stainer
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.06.2013 |
Ehemalige bekannte Positionen von Oliver James Stainer
| Unternehmen | Position | Ende |
|---|---|---|
Quilter & Co. Ltd.
 Quilter & Co. Ltd. Investment ManagersFinance Quilter & Co. Ltd. (Quilter) is the investment management subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. The firm, which traces their ancestry back to 1777, was acquired by Morgan Stanley in 2007 and in 2012, the firm's management and private equity firm, Bridgepoint, partnered to purchase them from Morgan Stanley Smith Barney. The firm is headquartered in London and has a network of regional offices around the UK, Jersey and Ireland including Belfast, Birmingham, Bristol, Dublin, Edinburgh, Glasgow, Jersey, Leicester, Liverpool, Manchester, North Wales and Salisbury. They provide discretionary portfolio, managed portfolio, stockbroking, SIPP and ISA services to a range of clients including private investors, charities and trusts, pension funds, corporate bodies and life insurance companies. | Portfolio Manager-Aktien | 01.06.2013 |
Tilney Discretionary Portfolio Management Ltd.
 Tilney Discretionary Portfolio Management Ltd. Investment ManagersFinance Tilney Discretionary Portfolio Management Ltd. (TDPM) is the asset management subsidiary of Violin Bidco Ltd., which is ultimately held by Alexlux SARL. The firm is headquartered in London and was founded in 1964. TDPM provides financial planning and advisory for private individuals, families, charities and professionals. | Portfolio Manager-Aktien | 31.01.2012 |
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 |
|---|---|
Tilney Discretionary Portfolio Management Ltd.
Tilney Discretionary Portfolio Management Ltd. Investment ManagersFinance Tilney Discretionary Portfolio Management Ltd. (TDPM) is the asset management subsidiary of Violin Bidco Ltd., which is ultimately held by Alexlux SARL. The firm is headquartered in London and was founded in 1964. TDPM provides financial planning and advisory for private individuals, families, charities and professionals. | Finance |
Quilter & Co. Ltd.
Quilter & Co. Ltd. Investment ManagersFinance Quilter & Co. Ltd. (Quilter) is the investment management subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. The firm, which traces their ancestry back to 1777, was acquired by Morgan Stanley in 2007 and in 2012, the firm's management and private equity firm, Bridgepoint, partnered to purchase them from Morgan Stanley Smith Barney. The firm is headquartered in London and has a network of regional offices around the UK, Jersey and Ireland including Belfast, Birmingham, Bristol, Dublin, Edinburgh, Glasgow, Jersey, Leicester, Liverpool, Manchester, North Wales and Salisbury. They provide discretionary portfolio, managed portfolio, stockbroking, SIPP and ISA services to a range of clients including private investors, charities and trusts, pension funds, corporate bodies and life insurance companies. | Finance |
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. | Finance |
