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Ursprung des Netzwerks ersten Grades von Ron Treverton-Jones
Einheit | Art der Einheit | Industrie | |
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EFG Private Bank Ltd.
![]() EFG Private Bank Ltd. Investment ManagersFinance EFG Private Bank Ltd. is the UK-based private banking arm of EFG International AG (SWX: EFGN; ADR: EFGXY), a global private banking group in Switzerland. The firm was founded in 1988 and is headquartered in London. EFG Private Bank provides international private banking and wealth management services to high-net worth individuals and a range of intermediaries.
18
| Subsidiary | Investment Managers | 18 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ron Treverton-Jones
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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HUNTINGTON BANCSHARES INCORPORATED | Major Banks | Private Equity Investor | |
CANADIAN IMPERIAL BANK OF COMMERCE | Regional Banks | Private Equity Investor | |
Coutts Group
![]() Coutts Group Regional BanksFinance Coutts Group provides commercial banking and financial services. Its services include mortgage and payment processing, loan application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1692 by John Campbell and is headquartered in London, UK. | Regional Banks | Chief Operating Officer | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
EFG Asset Management (UK) Ltd.
![]() EFG Asset Management (UK) Ltd. Investment ManagersFinance EFG Asset Management (UK) Ltd. (EFGAM UK) is the asset management subsidiary of EFG International AG (SWX: EFGN) in Switzerland. The firm is headquartered in London and was founded in 1994. EFGAM UK provides actively managed investment products and services to professional advisers and institutional investors. | Investment Managers | Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Director of Investments Director of Research - Equity | |
EFG INTERNATIONAL AG | Investment Managers | Chief Investment Officer Chief Executive Officer Director of Finance/CFO | |
Atlantis Investment Management Ltd.
![]() Atlantis Investment Management Ltd. Investment Banks/BrokersFinance Atlantis Investment Management Ltd. provides fund management services. It is an employee-owned asset manager, specializing in long-only Asian equities. The firm operates through its offices located in Tokyo, Hong Kong, Mumbai, and Seoul. The company was founded in 1994 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Corporate Officer/Principal | |
Edmond De Rothschild Communication SA | Director/Board Member | ||
EDMOND DE ROTHSCHILD (SUISSE) S.A. | Financial Conglomerates | Compliance Officer | |
The Edmond De Rothschild Group
![]() The Edmond De Rothschild Group Regional BanksFinance The Edmond De Rothschild Group provides private banking and asset management services. The private company is located in the US and has subsidiaries in France and Luxembourg. | Regional Banks | Corporate Officer/Principal | |
SWISSQUOTE GROUP HOLDING LTD | Investment Banks/Brokers | Director/Board Member | |
Institut d'Études Politiques d'Aix-en-Provence | College/University | Undergraduate Degree | |
École des Hautes Études Commerciales du Nord | College/University | Graduate Degree | |
Edmond de Rothschild Real Estate SICAV | Investment Trusts/Mutual Funds | Chairman | |
Edmond de Rothschild (UK) Ltd.
![]() Edmond de Rothschild (UK) Ltd. Investment ManagersFinance Part of Edmond de Rothschild (Suisse) SA, Edmond de Rothschild (UK) Ltd. is a British company founded in 1983 that provides asset management, private banking, securities dealing and financial advisory services. The company is based in London, UK. | Investment Managers | Director/Board Member | |
PricewaterhouseCoopers Geneva
![]() PricewaterhouseCoopers Geneva Miscellaneous Commercial ServicesCommercial Services Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers Geneva is a company based in Geneva, Switzerland. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Edmond de Rothschild (Europe) SA
![]() Edmond de Rothschild (Europe) SA Investment ManagersFinance Edmond de Rothschild (Europe) SA (Rothschild-Europe) is a subsidiary of Geneva-based Edmond de Rothschild (Suisse) SA (SW; RLD), Established in 1969, the firm is located in Luxembourg with branches in Belgium, Spain and Portugal, as well as representative offices in Israel and Slovakia. Rothschild-Europe provides financial engineering and private banking services for high-net worth private individuals and family offices, as well as asset management services for institutions (insurance companies, banks and multinational corporations). They specialize in discretionary account management and external asset management. The firm also provides fund administration, custody and engineering services. | Investment Managers | Director/Board Member | |
Compagnie Benjamin De Rothschild Conseil SA | 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 | Chairman | |
Edmond De Rothschild (Israel) Ltd. | Director/Board Member | ||
Mallard Leasing Ltd.
![]() Mallard Leasing Ltd. Finance/Rental/LeasingFinance Part of Mallard Group Ltd., Mallard Leasing Ltd. provides financial leasing services. The company is based in Colchester, UK and was founded in 1992. | Finance/Rental/Leasing | Director/Board Member | |
Coutts & Co.
![]() Coutts & Co. Investment ManagersFinance Coutts & Co. is a wealth management firm headquartered in London, UK. The firm was founded in 1755 and is a subsidiary of NatWest Markets Plc, owned by NatWest Group Plc (LON: NWG). Coutts & Co. offers private banking and wealth management services for high-net-worth individuals and their families. | Investment Managers | Director of Finance/CFO | |
RATHBONES GROUP PLC | Investment Managers | Human Resources Officer | |
Lloyds Bank Plc
![]() Lloyds Bank Plc Major BanksFinance Lloyds Bank Plc provides banking and financial services. It operates through the following segments: Retail and Commercial Banking. The Retail segment offers financial service products, including current accounts, savings, mortgages, motor finance and unsecured consumer lending to personal and small business customers. The Commercial Banking segment provides a range of products and services such as lending, transactional banking, working capital management, risk management and debt capital markets services to SMEs, corporates and financial institutions. The company was founded on June 3,1765 and is headquartered in London, the United Kingdom. | Major Banks | Compliance Officer | |
Walker Crips Investment Management Ltd. (Invt Mgmt)
![]() Walker Crips Investment Management Ltd. (Invt Mgmt) Investment ManagersFinance Walker Crips Stockbrokers Ltd. (Investment Management) (Walker Crips-IM) is the investment management division of Walker Crips Stockbrokers Ltd., itself a subsidiary of Walker Crips Group Plc (LSE: WCW) in Great Britain. Headquartered in London, Walker Crips-IM was founded in 2003 and provides a range of investment management services for institutional ad private investors. | Investment Managers | Portfolio Manager-Equities | |
Charter Private Capital Management, Inc.
![]() Charter Private Capital Management, Inc. Investment ManagersFinance Charter Private Capital Management, Inc. (Charter Private Capital) is a venture capital/private equity, subsidiary of Charter Capital Holdings, Inc. founded in 1989. The firm is headquartered in Grand Rapids, Michigan. | Investment Managers | Private Equity Investor | |
DePaul University | College/University | Masters Business Admin | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Rathbones Investment Management Ltd.
![]() Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain. | Investment Managers | Portfolio Manager-Equities | |
University of Cambridge | College/University | Graduate Degree | |
Vietnam Emerging Equity Fund Ltd.
![]() Vietnam Emerging Equity Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Vietnam Emerging Equity Fund Ltd. acts as closed-end investment fund/investment trust. The company is headquartered in Cayman Islands. | Investment Trusts/Mutual Funds | Director/Board Member | |
PXP Vietnam Emerging Equity Fund Ltd.
![]() PXP Vietnam Emerging Equity Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous PXP Vietnam Emerging Equity Fund Ltd. operates as an open-end mutual fund and investment trust company. The company was incorporated on July 25, 2005 and is headquartered in Ho Chi Minh City, Vietnam. | Investment Trusts/Mutual Funds | Director/Board Member | |
Barclays Bank Plc (Private Banking)
![]() Barclays Bank Plc (Private Banking) Investment ManagersFinance Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities. | Investment Managers | Corporate Officer/Principal | |
Stockdale Securities Ltd.
![]() Stockdale Securities Ltd. Investment Banks/BrokersFinance Part of Shore Capital Group Ltd., Stockdale Securities Ltd. is a brokerage firm based in London, UK. The British company was founded in 1963 by Timothy David Feather. Mark Finlay Brown has been the CEO of the company since 2014. Stockdale Securities was acquired by Shore Capital Group Ltd. from Somers Ltd. on March 31, 2019 for $11.72 million. | Investment Banks/Brokers | Sales & Marketing | |
LEONTEQ AG | Investment Banks/Brokers | Director/Board Member | |
Leonteq Securities AG
![]() Leonteq Securities AG Financial ConglomeratesFinance Leonteq Securities AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 2007 as EFG Financial Products AG. They are the main operating subsidiary of Leonteq AG (SWX: LEON). Leonteq Securities offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. | Financial Conglomerates | Director/Board Member | |
EFG Asset Management Holding AG | Director/Board Member | ||
EFG Bank AG
![]() EFG Bank AG Investment ManagersFinance EFG Bank AG (EFG) is a private banking and asset management firm based in Zurich, Switzerland. Founded in 1995, they are a subsidiary of EFG International (SW: EFGN) which is held by the Latsis family. EFG specializes in wealth management. The firm manages various strategies including funds of funds, mutual funds and hedge funds, mostly domiciled in Luxembourg and Switzerland. They also manage discretionary portfolios. The EFG group has a global network of offices and representatives in North and South America, Europe, the Middle East and throughout Asia. | Investment Managers | Chief Executive Officer | |
St Catharine's College Cambridge | College/University | Graduate Degree | |
EFG Capital Holdings Corp. | Director/Board Member | ||
Asesores y Gestores Financieros SA
![]() Asesores y Gestores Financieros SA Regional BanksFinance Part of EFG International AG, Asesores y Gestores Financieros SA is a banking services provider. The company is based in Madrid, Spain. The Spanish company was founded in 1987 by Alberto Rodríguez-Fraile Díaz. The CEO is Huete Gonzalo Rodriguez-Fraile. | Regional Banks | Director/Board Member | |
A&G Banca Privada SA
![]() A&G Banca Privada SA Regional BanksFinance Part of EFG International AG, A&G Banca Privada SA is a financial institution. The company is based in Madrid, Spain. The provided dictionary does not contain any information about the Spanish company's services or products. | Regional Banks | Director/Board Member | |
EFG Investment & Wealth Solutions Holding AG
![]() EFG Investment & Wealth Solutions Holding AG Investment ManagersFinance EFG Investment & Wealth Solutions Holding AG engages in the acquisition, management, and sale of participations in domestic and foreign firms. The company was founded on November 27, 2009 and is headquartered in Zurich, Switzerland. | Investment Managers | Chairman | |
Association of Swiss Asset & Wealth Management Banks | Investment Managers | Director/Board Member |
Statistik
International
Vereinigtes Königreich | 17 |
Schweiz | 15 |
Vereinigte Staaten | 7 |
Cayman Islands | 4 |
Kanada | 3 |
Sektoral
Finance | 30 |
Consumer Services | 6 |
Commercial Services | 5 |
Miscellaneous | 5 |
Operativ
Director/Board Member | 25 |
Portfolio Manager-Equities | 13 |
Corporate Officer/Principal | 8 |
Chief Executive Officer | 5 |
Director of Finance/CFO | 5 |
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