Provenienza dei contatti di primo grado di James Alexander Box
Entità | Tipo di entità | Settore Industriale | |
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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.
86
| Subsidiary | Investment Managers | 86 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James Alexander Box tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
Aspect Development, Inc.
Aspect Development, Inc. Information Technology ServicesTechnology Services Aspect Development is the global leader in Inbound Supply Chain Management. Aspect solutions reduce product cost, operations expense and design cycle time by providing strategic decision support for product development, sourcing and procurement and operations to companies in all industries. | Information Technology Services | Corporate Officer/Principal | |
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 | Portfolio Manager-Equities | |
ALINA HOLDINGS PLC | Real Estate Investment Trusts | Corporate Secretary | |
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Investment Managers | Portfolio Manager-Equities | |
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients. | Investment Managers | Portfolio Manager-Equities | |
Ashburton (Jersey) Ltd.
Ashburton (Jersey) Ltd. Investment ManagersFinance Ashburton (Jersey) Ltd. (dba Ashburton Investments) is a UK-based asset management firm headquartered in St. Helier, Jersey. The firm was founded in 1982 and is a subsidiary of Ashburton Investment International Holdings Ltd., ultimately held by FirstRand Ltd. (JSE: FSR, ADR: FANDY) in South Africa. Ashburton Investments offers discretionary managed portfolios, multi asset and specialist equity solutions to international private and corporate clients, which includes family offices, trustees, charities and wealth managers. | Investment Managers | Portfolio Manager-Equities | |
Maunby Investment Management Ltd.
Maunby Investment Management Ltd. Investment ManagersFinance Maunby Investment Management Ltd. (Maunby) is an independent investment management firm headquartered in Harrogate, UK. The firm was founded by Peter Hill-Walker in 1982. Maunby provides discretionary investment management to private individuals, family trusts, charities and institutions. | Investment Managers | Portfolio Manager-Equities | |
BREWIN DOLPHIN | Investment Managers | Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member | |
Castlefield Investment Partners LLP
Castlefield Investment Partners LLP Investment ManagersFinance Castlefield Investment Partners LLP (Castlefield) is the investment management subsidiary of Castlefield Partners Ltd. in Great Britain. Established in 2002, the firm is based in Manchester is a specialist investment manager for institutional investors, primarily charities and group pension schemes. The firm operates under the trading name Castlefield Investments and manages the Castlefield Premier family of funds. | Investment Managers | Portfolio Manager-Equities | |
University of Glasgow | College/University | Undergraduate Degree | |
Sanford C. Bernstein Ltd.
Sanford C. Bernstein Ltd. Investment Banks/BrokersFinance Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Newcastle University | College/University | Undergraduate Degree | |
University of Strathclyde | College/University | Undergraduate Degree Undergraduate Degree | |
Elateral Ltd.
Elateral Ltd. Packaged SoftwareTechnology Services Elateral Ltd. provides marketing automation software and delivers solutions. The firm develops elateral marketing services cloud, a cloud-powered platform that enables marketing organizations to source content in various forms from various systems. The company was founded by Richard Watney and Peter Blackburn on March 22, 1995 and is headquartered in Farnham, the United Kingdom. | Packaged Software | Chairman | |
University of Northumbria | College/University | Undergraduate Degree | |
CopperEye Labs Ltd.
CopperEye Labs Ltd. Information Technology ServicesTechnology Services CopperEye Labs Ltd. develops enterprise data management solutions. It develops solutions that eliminate the economic, technical and operational barriers in accessing massive volumes of data. The company was founded by Paul McCafferty, John Tucker, and Duncan Pauly in 2000 and is headquartered in Bath, the United Kingdom. | Information Technology Services | Chairman | |
Morgan Stanley Bank AG
Morgan Stanley Bank AG Investment Banks/BrokersFinance Morgan Stanley Bank AG (MSB-AG) is a brokerage and investment banking firm headquartered in Frankfurt, with an additional office in Munich, Germany. They originated in 1987 and was formally established in 1994. The Munich office opened in 2001. The firm is one of the Morgan Stanley Banks and is a subsidiary of New York-based Morgan Stanley (NYSE: MS). MSB-AG provides a variety of products and services to German institutions, government entities, multinational corporations and international high-net worth individuals. The bank's activities include corporate finance advisory, mergers and acquisitions, debt and equity capital raising, and European real estate advisory and investment. The firm offers sales and trading capacities in equity, bonds, derivatives, commodities and currencies. They have specific expertise in German blue-chip equity trading. Their research teams cover a wide variety of industries and leverage the group's global network of offices and contacts. | Investment Banks/Brokers | Director/Board Member | |
The Institute of Chartered Accountants of Scotland
The Institute of Chartered Accountants of Scotland Miscellaneous Commercial ServicesCommercial Services The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BDDL Ltd.
BDDL Ltd. Investment ManagersFinance Part of Royal Bank of Canada, BDDL Ltd. is a law firm that offers a vast experience in law, a large and well-coordinated team of professionals, and a fundamentally new approach to working with clients. The company is based in London, UK. The British company prioritizes an individual approach to each client and strive to introduce innovation in their services. The company was founded in 1971. BDDL was acquired by Brewin Dolphin Ltd. from Camellia Plc on May 10, 2017 for $34.81 million. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley Bank LLC
Morgan Stanley Bank LLC Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley Bank LLC provides brokerage services. The company is based in Moscow, Russian Federation. The Russian company was founded in 2005. The CEO is Gergely Voros. | Investment Banks/Brokers | Director/Board Member | |
Hawksmoor Investment Management Ltd.
Hawksmoor Investment Management Ltd. Investment ManagersFinance Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities | |
Auris Gestion SA
Auris Gestion SA Investment ManagersFinance Auris Gestion SA is an independent wealth management firm headquartered in Paris, France. The firm was founded as Auris Gestion Privée SA in 2004 by former managers and executives of Lombard Odier and Neuflize, Paribas and Rothschild. Auris Gestion provides discretionary management services, based on stock selection across asset classes, for individual and institutional clients such as private investors, business executives, families, artists, top athletes and associations. | Investment Managers | Analyst-Equity | |
JULIUS BÄR GRUPPE AG | Financial Conglomerates | Director/Board Member | |
Morgan Stanley UK Group
Morgan Stanley UK Group Financial ConglomeratesFinance Morgan Stanley UK Group engages in providing investment services with interest in property. The company is headquartered in Canary Wharf, the United Kingdom. | Financial Conglomerates | Chief Administrative Officer | |
Tilney Asset Management Services Ltd.
Tilney Asset Management Services Ltd. Investment ManagersFinance Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries. | Investment Managers | Head-Equity Investments Investment Committee Member | |
Bank Julius Bär & Co. Ltd. /CH/
Bank Julius Bär & Co. Ltd. /CH/ Major BanksFinance Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the company since 2009. | Major Banks | Director/Board Member | |
The Chartered Institute For Securities & Investment
The Chartered Institute For Securities & Investment General GovernmentGovernment The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom. | General Government | Director/Board Member | |
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. | Investment Managers | Portfolio Manager-Equities | |
Quilter Cheviot Ltd.
Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Investment Managers | Analyst-Equity | |
KEDGE Business School | College/University | Masters Business Admin | |
Atlantic House Fund Management LLP
Atlantic House Fund Management LLP Investment ManagersFinance Atlantic House Fund Management LLP (Atlantic House) is an investment management firm headquartered in London, UK. The firm was founded in 2012 and is a subsidiary of Catley Lakeman LLP. Atlantic House works with multi-asset investors across the world to build more predictable, more resilient, and ultimately more effective portfolios. | Investment Managers | Portfolio Manager-Equities | |
The Institute of Directors (United Kingdom)
The Institute of Directors (United Kingdom) Miscellaneous Commercial ServicesCommercial Services The Institute of Directors (United Kingdom) is a community of passionate UK business leaders. The non-profit company is based in Birmingham, UK, and has subsidiaries in the United Kingdom. The British company provides professional training opportunities and access to essential help and resources for its members. The CEO of the company is Stephen Martin. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Albion Asset Management SAS
Albion Asset Management SAS Investment ManagersFinance Albion Asset Management SAS provides wealth management services. The private company is based in Paris, France. The French company was founded by Sean Leslie Hurst. | Investment Managers | Private Equity Investor | |
Ravenscroft Ltd. (Private Equity)
Ravenscroft Ltd. (Private Equity) Investment ManagersFinance Ravenscroft Ltd. (Private Equity) is an independent private equity subsidiary of Ravenscroft Ltd. founded in 2005. The firm is headquartered in St. Peter Port. | Investment Managers | Consultant / Advisor | |
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 |
Statistiche
Distribuzione geografica
Regno Unito | 34 |
Stati Uniti | 4 |
Francia | 4 |
Svizzera | 3 |
Mauritius (isola) | 2 |
Settori
Finance | 31 |
Consumer Services | 6 |
Technology Services | 4 |
Commercial Services | 4 |
Electronic Technology | 3 |
Posizioni
Portfolio Manager-Equities | 74 |
Director/Board Member | 25 |
Analyst-Equity | 21 |
Corporate Officer/Principal | 17 |
Director of Investments | 11 |
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