![Adam James Dawe](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 is a risk-averse manager which aims to provide superior risk adjusted long-term returns by focusing on diversification and actively monitoring portfolios to keep them within their long-term strategic asset allocation parameters. | Gestore di Portafoglio-Azioni | 01/04/2019 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
10
Relazioni di 1° grado
1
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 is a risk-averse manager which aims to provide superior risk adjusted long-term returns by focusing on diversification and actively monitoring portfolios to keep them within their long-term strategic asset allocation parameters. | Finance |
