![Jason Rees](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
Jason Rees has more than 7 years experience within the investment industry.
Having started at Rathbones in Tunbridge Wells he then moved to Schroders in London, where he concentrated on modelling portfolios.
Jason Rees joined Heartwood in 2007 and manages a variety of client portfolios across a range of investment models.
Precedenti posizioni note di Jason Rees
| Società | Posizione | Fine |
|---|---|---|
Handelsbanken Wealth & Asset Management Ltd.
 Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken is an active, global multi-asset manager which seeks to deliver strong, long-term risk-adjusted returns. The firm spreads investments across a range of different assets and markets to reduce portfolio risk. Their multi asset strategies provide convenient and cost-effective access to a diverse range of asset classes, including shares, bonds, property and alternatives through a single portfolio. Each of the firm’s strategies has a target return benchmark and aims to deliver a positive real return (that is, after the effects of inflation are removed) over a rolling five-year period. Handelsbanken’s investment process is largely driven by top-down considerations. They have a multi-layered approach to investing, based on geography, sector, theme, style, capitalization and currency, and look for undervalued areas which they believe will offer long-term opportunities. | Gestore di Portafoglio-Azioni | 23/01/2009 |
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 |
|---|---|
Handelsbanken Wealth & Asset Management Ltd.
Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken is an active, global multi-asset manager which seeks to deliver strong, long-term risk-adjusted returns. The firm spreads investments across a range of different assets and markets to reduce portfolio risk. Their multi asset strategies provide convenient and cost-effective access to a diverse range of asset classes, including shares, bonds, property and alternatives through a single portfolio. Each of the firm’s strategies has a target return benchmark and aims to deliver a positive real return (that is, after the effects of inflation are removed) over a rolling five-year period. Handelsbanken’s investment process is largely driven by top-down considerations. They have a multi-layered approach to investing, based on geography, sector, theme, style, capitalization and currency, and look for undervalued areas which they believe will offer long-term opportunities. | Finance |
