Profilo
Mr. Adam J.
Dawe is an Assistant Investment Manager at Thesis Asset Management Ltd.
In 2016, he joined Thesis where he assists in managing private client, trust and charity portfolios to help clients achieve their financial goals.
Mr. Dawe started his career with an International Financial Advisory company in Zurich in 2010.
Adam moved back to the UK and managed client portfolios for a discretionary fund manager in Dorset.
He graduated from the University of Plymouth with a degree in Business Studies.
He is a Chartered Member of the Chartered Institute of Securities and Investments, where he has achieved the Chartered Wealth Manager status.
Precedenti posizioni note di Adam James Dawe
| Società | Posizione | Fine |
|---|---|---|
Thesis Asset Management Ltd.
 Thesis Asset Management Ltd. Investment ManagersFinance Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Thesis Holdings Ltd., ultimately owned by Regit Topco Ltd. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management. | Gestore di Portafoglio-Azioni | 01/04/2019 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Thesis Asset Management Ltd.
Thesis Asset Management Ltd. Investment ManagersFinance Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Thesis Holdings Ltd., ultimately owned by Regit Topco Ltd. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management. | Finance |
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- Adam James Dawe
