Jonathan Broad
Direttore della Ricerca - Azioni presso Sentinel Portfolio Management Ltd.
Provenienza dei contatti di primo grado di Jonathan Broad
Entità | Tipo di entità | Settore Industriale | |
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Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.
34
| Subsidiary | Investment Managers | 34 |
Sentinel Portfolio Management Ltd.
Sentinel Portfolio Management Ltd. Investment ManagersFinance Sentinel Portfolio Management Ltd. provides investment advice. The private company is based in Emsworth, UK.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jonathan Broad tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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BROOKS MACDONALD GROUP PLC | Investment Managers | Corporate Officer/Principal | |
Bordier & Cie (UK) Plc
Bordier & Cie (UK) Plc Investment ManagersFinance Bordier & Cie (UK) Plc (Bordier UK) is the Great Britain-based, specialist investment management subsidiary of Bordier Holdings SA in Switzerland. Headquartered in London, the firm was founded by Jamie Berry in 1981 and formerly known as Berry Asset Management Plc. They changed their name to Bordier & Cie (UK) Plc in 2014. Bordier UK manages portfolios for private families, pension funds, trusts, charities, offshore bonds, livery companies, small institutions, welfare committees, and trustees. | Investment Managers | Investment Committee Member | |
SAGA PLC | Other Consumer Services | Director/Board Member | |
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 | Portfolio Manager-Equities | |
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 | Portfolio Manager-Equities | |
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Investment Managers | Portfolio Manager-Equities Director of Investments Portfolio Manager-Equities | |
Forester Holdings (Europe) Ltd.
Forester Holdings (Europe) Ltd. Financial ConglomeratesFinance Part of The Independent Order of Foresters, Forester Holdings (Europe) Ltd. is a British company that engages in activities of head offices. The company is based in Bromley, UK. | Financial Conglomerates | Director/Board Member | |
Saga Personal Finance Ltd.
Saga Personal Finance Ltd. Finance/Rental/LeasingFinance Part of Saga Plc, Saga Personal Finance Ltd. is a British company that provides personal financial services. The company is based in London, UK. The company was founded in 1995. Jerry Toher has been the CEO of the company since 2022. | Finance/Rental/Leasing | Director/Board Member | |
KW Investment Management Ltd.
KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities. | 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 | Portfolio Manager-Equities | |
Brooks Macdonald Asset Management (International) Ltd.
Brooks Macdonald Asset Management (International) Ltd. Investment ManagersFinance Brooks Macdonald Asset Management (International) Ltd. (Brooks Macdonald AM) is the asset management subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. Headquartered in St. Peter Port, Brooks Macdonald AM was founded in 2012 and offers a range of investment management and advisory services to private high net-worth individuals, pension funds, institutions, and trusts. | Investment Managers | Chief Executive Officer | |
KINGSWOOD HOLDINGS LIMITED | Investment Managers | Director/Board Member | |
EIGHT CAPITAL PARTNERS PLC | Financial Conglomerates | Director/Board Member | |
VIVOPOWER INTERNATIONAL PLC | Electric Utilities | Director/Board Member | |
Moola Ltd.
Moola Ltd. Packaged SoftwareTechnology Services Moola Ltd. provides management consultancy services. The company was founded by Gemma Godfrey and Andrew Jordan and is headquartered in London, the United Kingdom. | Packaged Software | Chief Executive Officer | |
Heart of England Community Foundation
Heart of England Community Foundation Investment Trusts/Mutual FundsMiscellaneous Heart of England Community Foundation is a charity organization that raises funds to support and develop local community activities in the West Midlands and Warwickshire region. The non-profit company is based in Coventry, UK. The British company was founded in 1995. Tina Costello has been the CEO of the company since 2013. | Investment Trusts/Mutual Funds | Director/Board Member | |
Moola Systems Ltd.
Moola Systems Ltd. Financial ConglomeratesFinance Part of Marsh & McLennan Cos., Inc., Moola Systems Ltd. is a British company that provides financial intermediation services. The company is based in London, UK. The company was founded by Gemma Claire Godfrey. | Financial Conglomerates | Chief Executive Officer | |
Independent Wealth Planners UK Ltd.
Independent Wealth Planners UK Ltd. Investment ManagersFinance Independent Wealth Planners UK Ltd. engages in the provision of operational and support services. It offers compliance, business support, information technology and operations, investment research, recruitment, training and development, and marketing. The company was founded on November 20, 2018 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member | |
BASKERVILLE CAPITAL PLC | Investment Managers | Director/Board Member | |
Creativemass Enterprises Pty Ltd. | Director/Board Member |
Statistiche
Distribuzione geografica
Regno Unito | 24 |
Australia | 2 |
Settori
Finance | 19 |
Consumer Services | 2 |
Utilities | 2 |
Technology Services | 2 |
Miscellaneous | 2 |
Posizioni
Portfolio Manager-Equities | 37 |
Analyst-Equity | 21 |
Director/Board Member | 11 |
Investment Committee Member | 6 |
Director of Investments | 5 |
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