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Alex Whiting
Gestore di Portafoglio-Azioni presso Canaccord Genuity Wealth Ltd.
Provenienza dei contatti di primo grado di Alex Whiting
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Canaccord Genuity Wealth Ltd.
![]() Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.
87
| Subsidiary | Investment Managers | 87 |
Collins Stewart Wealth Management Ltd.
35
| Extinct | Investment Managers | 35 |
Collins Stewart Europe Ltd. (Investment Management)
![]() Collins Stewart Europe Ltd. (Investment Management) Regional BanksFinance Collins Stewart Europe Ltd. (Investment Management) (CSE-IM) is the investment management division of Collins Stewart Europe Ltd., the wholly-owned wealth management subsidiary of Collins Stewart plc (LSE: CLST), a leading independent stockbroker in Great Britain. CSE was established in 1991 in partnership with Singer & Friedlander and became independent in 2000 through a management buyout. Following the 2005 acquisition of Prebon, the inter-dealer broker activity developed and was demerged in 2006 as Tullett Prebon plc (LSE: TLPR). CSE, regrouping the brokerage and asset management activities, underwent a reverse acquisition by Collins Stewart plc. The wealth management division has offices in London, Jersey, Guernsey and the Isle of Man and provides stock broking and investment management services on a discretionary, advisory or pure execution basis. Their clients are private individuals, trusts, charities, institutions including pension funds and private companies in Great Britain and overseas. Located in London, CSE-IM operates in close relationship with their offshore subsidiary Collins Stewart (CI) Ltd, registered in Guernsey. The firm manages segregated accounts, structured portfolios, pooled products including a Dublin-domiciled umbrella fund, and alternative strategies.
26
| Extinct | Regional Banks | 26 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Alex Whiting tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
abrdn Investments Ltd.
![]() abrdn Investments Ltd. Investment ManagersFinance abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies. | Investment Managers | Analyst-Fixed Income | |
Baillie Gifford & Co.
![]() Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Investment Managers | Portfolio Manager-Equities | |
Hargreave Hale Ltd.
![]() Hargreave Hale Ltd. Investment ManagersFinance Canaccord Genuity Asset Management Ltd. (CGAM) is an asset management firm headquartered in London, UK. The firm is a subsidiary of Canaccord Genuity Wealth Group Ltd., ultimately owned by Canaccord Genuity Group, Inc. (TSX: CF) in Canada. CGAM was founded in 1897 and was formerly known as Hargreave Hale Ltd. The firm provides discretionary and investment-managed portfolio management services for private investors, trusts, companies, and charities. | Investment Managers | Eustace Anselm Davies Santa Barbara | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Executive Officer Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities |
ITM POWER PLC | Electrical Products | Chairman | |
Punter Southall Wealth Ltd.
![]() Punter Southall Wealth Ltd. Investment ManagersFinance Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities. | Investment Managers | Chief Executive Officer | |
HARGREAVE HALE AIM VCT PLC | Investment Managers | Director/Board Member Director/Board Member | |
HARGREAVE HALE AIM VCT 2 PLC | Investment Managers | Director/Board Member Director/Board Member | |
Ennismore Fund Management Ltd.
![]() Ennismore Fund Management Ltd. Investment ManagersFinance Ennismore Fund Management Ltd. is an alternative investment manager located in London. The firm was established in 1998, and has strategic partnerships with Richmond Capital LLP and ZA Capital LLP. | Investment Managers | Portfolio Manager-Equities | |
Killik & Co. LLP
![]() Killik & Co. LLP Investment ManagersFinance Killik & Co. LLP (Killik) is an independent Great Britain-based private banking firm which provides stockbroking services and investment management and financial planning advice. Founded by Paul Killik in 1989, the firm is headquartered in Mayfair and has a network of branches throughout the Greater London area. Killik welcomes all types of investors and has no minimum portfolio requirement. | Investment Managers | Analyst-Equity | |
WH IRELAND GROUP PLC | Investment Managers | Chief Investment Officer Chief Investment Officer | |
University of Oxford | College/University | Undergraduate Degree | |
The University of Nottingham | College/University | Graduate Degree | |
Royal Holloway University of London | College/University | Undergraduate Degree | |
The University of Stirling | College/University | Undergraduate Degree | |
London Business School | College/University | Graduate Degree | |
BlackRock Investment Management (UK) Ltd.
![]() BlackRock Investment Management (UK) Ltd. Investment ManagersFinance BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Collins Stewart Hawkpoint Ltd.
![]() Collins Stewart Hawkpoint Ltd. Investment Banks/BrokersFinance Collins Stewart Hawkpoint Ltd. provides financial advisory services. Its services include institutional stock broking, fixed income credit trading, corporate broking, corporate finance advisory services, debt capital markets advice, restructuring and debt advisory services, private client and intermediary wealth management, and fund management. The company was founded on May 05, 2006 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Beagle Partners LLP
![]() Beagle Partners LLP Investment ManagersFinance Beagle Partners LLP is an independent alternative investment manager headquartered in Bristol, UK. The firm was founded by David Manuel and Anthony Parker in 2004. Beagle Partners manages funds in Emerging Markets. They are experienced managers of Institutional Funds, Alternative Investment Funds and Managed Accounts tailored to client needs. | Investment Managers | Corporate Officer/Principal | |
Oakham Wealth Management Ltd.
![]() Oakham Wealth Management Ltd. Investment ManagersFinance Oakham Wealth Management Ltd. (Oakham) is an independent wealth management firm headquartered in London, UK. The firm was founded by Paul Denley in 2004 and provides responsible, sustainable investment management services to individual private clients, families, trusts and charities with portfolio sizes ranging between £500,000 and £20m. Oakham is a signatory to the UN PRI – Principles of Responsible Investment. | Investment Managers | Portfolio Manager-Equities | |
City Asset Management Plc
![]() City Asset Management Plc Investment ManagersFinance City Asset Management Plc provides investment advice. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1988 by Viv D. Coghill. Nicholas Mark Coghill has been the CEO of the company since 2012. | Investment Managers | Analyst-Equity | |
Thomas Miller Investment Ltd.
![]() Thomas Miller Investment Ltd. Investment ManagersFinance Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them. | Investment Managers | Corporate Officer/Principal | |
Raymond James Investment Services Ltd.
![]() Raymond James Investment Services Ltd. Investment ManagersFinance Raymond James Investment Services Ltd. (RJIS) is the Great Britain-based private client wealth management arm of Raymond James Financial, Inc. (NYSE: RJF) in the US. Founded in 1999, the firm is headquartered in London and provides wealth management services and support to investment managers, stockbrokers and investment-focused financial planners in the UK which service high-net worth investors. RJIS also provides mandates for charities and pension funds. | Investment Managers | Portfolio Manager-Equities | |
Brewin Dolphin Ltd.
![]() Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Investment Managers | Director of Investments | |
Atomos Financial Planning Holdings Ltd.
![]() Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Miscellaneous | Chief Investment Officer Director of Investments Portfolio Manager-Equities | |
WH Ireland Ltd.
![]() WH Ireland Ltd. Investment ManagersFinance WH Ireland Ltd. (dba WHIreland) is a wealth management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of WH Ireland Group Plc (LON: WHI). WHIreland provides discretionary and managed advisory services to individuals, corporates, trusts and funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Canaccord Genuity Wealth Group Ltd.
![]() Canaccord Genuity Wealth Group Ltd. Financial ConglomeratesFinance Canaccord Genuity Wealth Group Ltd. operates as a holding company. The company was founded in 2005 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Canaccord Genuity Wealth Group Holdings (Jersey) Ltd.
![]() Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. Financial ConglomeratesFinance Part of Canaccord Genuity Group, Inc., Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. is an investment holding British company. The company is based in Saint Helier, UK. Founded in 2017, Canaccord Genuity Wealth Group Holdings (Jersey functions as an investment holding company. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Canaccord Genuity Fund Management | Investment Managers | Private Equity Investor Private Equity Investor | |
Queen Mary University of London | College/University | Undergraduate Degree | |
Peregrine & Black Investment Management Ltd.
![]() Peregrine & Black Investment Management Ltd. Investment ManagersFinance Peregrine & Black Investment Management Ltd. (Peregrine & Black) is an independent investment management firm headquartered in London, UK. The firm was founded by Philip M. Gent and Oliver D. Pearson-Lund in 2015. Peregrine & Black offers full discretionary fund management services for high-net-worth individuals, institutions, trusts, and charities. | Investment Managers | Director of Investments | |
Hertfordshire Constabulary (United Kingdom) | General Government | Corporate Officer/Principal | |
Canaccord Genuity Ltd. (Market-Maker) | Investment Banks/Brokers | Chief Executive Officer | |
Cobas Asset Management SGIC SA (United Kingdom) | Corporate Officer/Principal | ||
Palm Harbour Capital LLP
![]() Palm Harbour Capital LLP Investment ManagersFinance Palm Harbour Capital LLP (Palm Harbour) is a private investment management firm headquartered in London, UK. The firm was founded by Peter Smith in 2018. Palm Harbour serves as the investment manager of the COBAS LUX SICAV Palm Harbour Global Value Fund. | Investment Managers | Analyst-Equity | |
University of Bath School of Management | College/University | Undergraduate Degree | |
Odd Asset Management Ltd.
![]() Odd Asset Management Ltd. Investment ManagersFinance Odd Asset Management Ltd., do-business-as Tyndall Investment Management (Tyndall), is an investment management firm headquartered in London, UK. The firm was founded by Alex Odd in 2014 and is a subsidiary of Hadron Capital UK Ltd., owned by Hadron Capital (Cayman) Ltd. in Cayman Islands. Tyndall provides portfolio management services to individual clients, families, charities and trusts. | Investment Managers | Portfolio Manager-Equities | |
Dalton Capital (Holdings) Ltd.
![]() Dalton Capital (Holdings) Ltd. Investment ManagersFinance Part of Polar Capital Holdings Plc, Dalton Capital (Holdings) Ltd. is a holding British company whose subsidiaries provide investment management services. The company is based in London, UK. Dalton Capital (Holdings was acquired by Polar Capital Holdings Plc on March 01, 2021 for $21.12 million. | Investment Managers | Director/Board Member | |
Marlborough Hospital, Inc.
![]() Marlborough Hospital, Inc. Hospital/Nursing ManagementHealth Services Marlborough Hospital, Inc. provides medical and health care services. It also offers cancer , primary care inpatient and outpatient medical, surgical and ancillary services. The company was founded in 1890 and is headquartered in Marlborough, MA. | Hospital/Nursing Management | Director/Board Member |
Statistiche
Distribuzione geografica
Regno Unito | 48 |
Stati Uniti | 2 |
Settori
Finance | 37 |
Consumer Services | 8 |
Producer Manufacturing | 2 |
Miscellaneous | 2 |
Government | 2 |
Posizioni
Portfolio Manager-Equities | 180 |
Director of Investments | 27 |
Analyst-Equity | 25 |
Director/Board Member | 16 |
Portfolio Manager-Fixed Income | 16 |
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