Profilo
Mr. Edward J.
Margot is Senior Portfolio Manager at London & Capital Asset Management Ltd.
He has over 15 years of financial services experience with both domestic and international high net worth clients and their families.
Prior to joining London & Capital, Mr. Margot led a discretionary team where he was responsible for £500 million of private client portfolios and also built a Managed Advisory Service.
Earlier in his career, he was involved with the management of $8 billion at Kleinwort Benson and $2 billion at Standard Bank in the Isle of Man.
Throughout his career he has experienced a number of market cycles.
Using a combination of bonds, equities and alternative investments, Mr. Margot has proven his ability to select good quality investments and deliver returns.
He works closely with the firm's clients and wealth managers to build portfolios that meet their requirements whilst conforming to the firm’s capital preservation strategy.
He holds a B.A.
(Hons.) from The University of Exeter in Accounting and Finance.
He is also a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investments.
He qualified with a distinction in his professional qualifications.
Precedenti posizioni note di Ed Margot
Società | Posizione | Fine |
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London & Capital Asset Management Ltd.
London & Capital Asset Management Ltd. Investment ManagersFinance London & Capital Asset Management Ltd. (LCM) is an investment management firm headquartered in London, UK. The firm is a subsidiary of London & Capital Group Ltd. and was founded in 1986. LCM provides advice on offshore and onshore investment strategies, with a strong focus on capital preservation and personal service, to private individuals, family offices, trusts, financial intermediaries, and institutions. The firm is a socially responsible manager who supports a range of charities through the London & Capital Foundation. | Gestore di Portafoglio-Azioni | 22/12/2017 |
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Aziende private | 1 |
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London & Capital Asset Management Ltd.
London & Capital Asset Management Ltd. Investment ManagersFinance London & Capital Asset Management Ltd. (LCM) is an investment management firm headquartered in London, UK. The firm is a subsidiary of London & Capital Group Ltd. and was founded in 1986. LCM provides advice on offshore and onshore investment strategies, with a strong focus on capital preservation and personal service, to private individuals, family offices, trusts, financial intermediaries, and institutions. The firm is a socially responsible manager who supports a range of charities through the London & Capital Foundation. | Finance |
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