Josef Portelli
Direttore degli Investimenti presso APS Bank Plc (Private Banking)
Provenienza dei contatti di primo grado di Josef Portelli
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Invesco Asset Management Ltd.
 Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.
54
| Subsidiary | Investment Managers | 54 |
APS Bank Plc (Private Banking)
 APS Bank Plc (Private Banking) Investment ManagersFinance APS Bank Plc (Private Banking) (APS Bank-PB) is the private banking arm of APS Bank Ltd., a fully fledged retail bank headquartered in Birkirkara, Malta. The firm is a subsidiary of Archdiocese of Malta & Gozo. APS Bank-PB provides wealth management services to a selected range of products linked to APS Funds SICAV Plc and other third party product providers.
11
| Operating Division | Investment Managers | 11 |
Royal Bank of Canada Investment Management (UK) Ltd.
 Royal Bank of Canada Investment Management (UK) Ltd. Investment ManagersFinance Royal Bank of Canada Investment Management (UK) Ltd. (RBC IM-UK) is the investment management subsidiary of Royal Bank of Canada Holdings UK Ltd., ultimately owned by the Royal Bank of Canada (NYSE, TSE: RY). The firm was founded in 1990 and is headquartered in London. RBC IM-UK provides investment management services and offers a range of mutual funds and portfolio solutions to pension funds, corporations, institutions, foundations, endowment funds, charitable organizations and high net-worth private clients.
5
| Extinct | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Josef Portelli tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Hermes Investment Management Ltd.
 Hermes Investment Management Ltd. Investment ManagersFinance Hermes Investment Management Ltd. (HIML) is an asset management firm headquartered in London, UK. They are a subsidiary of Federated Hermes Ltd., ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. In 1990, the firm was founded as PostTel, subsequently changing their name to PosTel Financial Asset Management Ltd. They changed their name to Hermes Investment Management Ltd. in 1995. HIML provides discretionary and non-discretionary investment management services to institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | President Portfolio Manager-Fixed Income | |
Schroder Investment Management Ltd.
 Schroder Investment Management Ltd. Investment ManagersFinance Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors. | Investment Managers | Head-Equity Investments Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Abrdn Investment Management Ltd.
 Abrdn Investment Management Ltd. Investment ManagersFinance abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund. | Investment Managers | Director of Investments Director of Investments Director of Investments | |
JPMorgan Asset Management (UK) Ltd.
 JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Jupiter Asset Management Ltd.
 Jupiter Asset Management Ltd. Investment ManagersFinance Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Invesco Asset Management Singapore Ltd.
 Invesco Asset Management Singapore Ltd. Investment ManagersFinance Invesco Asset Management Singapore Ltd. (Invesco AM-SG) is the Singapore-based fund management subsidiary of Invesco Ltd. (NYSE: IVZ), an investment management company headquartered in the US. The firm was founded in 1990 as LGT Asset Management Pte. Ltd. They then became Invesco Asset Management Pte. Ltd. and is now known as Invesco Asset Management Singapore Ltd. Invesco AM-SG covers all the major equity, fixed-income, money market and derivatives markets, managing assets for retail and institutional customers. | Investment Managers | Portfolio Manager-Equities | |
HSBC Global Asset Management (UK) Ltd.
 HSBC Global Asset Management (UK) Ltd. Investment ManagersFinance HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions. | Investment Managers | Head-Equity Investments | |
Manulife Investment Management (Europe) Ltd.
 Manulife Investment Management (Europe) Ltd. Investment ManagersFinance Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Oxford | College/University | Undergraduate Degree Graduate Degree | |
Middle Sea Insurance Plc
 Middle Sea Insurance Plc Life/Health InsuranceFinance Middle Sea Insurance Plc is a Maltese company that provides life insurance services. | Life/Health Insurance | Director/Board Member | |
| University of Cambridge | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| LOMBARD BANK MALTA P.L.C. | Major Banks | Corporate Officer/Principal | |
| FIMBANK P.L.C. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Investment Managers | Portfolio Manager-Equities | |
| University of Wales (Bangor) | College/University | Masters Business Admin | |
| University of St. Andrews | College/University | Undergraduate Degree | |
HSBC Bank Plc (Broker)
 HSBC Bank Plc (Broker) Investment Banks/BrokersFinance HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients. | Investment Banks/Brokers | Market Strategist | |
| Bayes Business School | College/University | Graduate Degree | |
| PLAZA CENTRES P.L.C. | Real Estate Development | Director/Board Member | |
Redburn (Europe) Ltd.
 Redburn (Europe) Ltd. Investment Banks/BrokersFinance Redburn (Europe) Ltd. (dba Redburn Atlantic) is an equity brokerage firm headquartered in London, UK. The firm was founded in 2003 by Jeremy Evans and Nick Glydon. They are a wholly owned subsidiary of Rothschild & Co. Continuation Holdings AG, ultimately owned by Rothschild & Co SCA. (EPA: ROTH) in France. Redburn Atlantic provides institutional investors with US and European equity research, trade execution and capital markets services. Their Execution Services division delivers high-touch sales trading and execution as well as low-touch execution and algorithmic solutions. The division also offers market structure and trading analytics. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
European Banking Federation aisbl
 European Banking Federation aisbl Regional BanksFinance The European Banking Federation aisbl provides banking services. The private company is based in Brussels, Belgium. | Regional Banks | Director/Board Member | |
| Manchester Business School | College/University | Masters Business Admin Masters Business Admin | |
Atlas Insurance PCC Ltd.
 Atlas Insurance PCC Ltd. Insurance Brokers/ServicesFinance Part of Atlas Holdings Ltd. (Malta), Atlas Insurance PCC Ltd. is a Maltese company that provides insurance services. The company is located in Malta. | Insurance Brokers/Services | Director/Board Member | |
Columbia Threadneedle Fund Management Ltd.
 Columbia Threadneedle Fund Management Ltd. Investment ManagersFinance Columbia Threadneedle Fund Management Ltd. (CTFM) is the Great Britain-based alternative investment management subsidiary of WAM Holdings Ltd., ultimately owned by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Founded in 1972, the firm was formerly known as F&C Treasury Ltd. and became BMO Fund Management Ltd. in 2018. They changed their name to Columbia Threadneedle Fund Management Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. Headquartered in London, CTFM manages a range of in-house and multimanager funds for private individuals and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| Central Bank of Malta | General Government | Director/Board Member | |
Malta Bankers’ Association
 Malta Bankers’ Association Miscellaneous Commercial ServicesCommercial Services Malta Bankers’ Association owns and operates as a lobbying body, for banks operating in Malta on sectorial issues and policies. The company was founded in May 1962 and is headquartered in Attard, Malta. | Miscellaneous Commercial Services | Chairman | |
| University of Malta | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
King's College Hospital Charity
 King's College Hospital Charity Investment Trusts/Mutual FundsMiscellaneous King's College Hospital Charity is a non profit organization which funds projects that help to prevent people from becoming ill, and those that improve diagnosis, treatment and care across a range of conditions.The company is headquartered in London, the United Kingdom. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Amalgamated Investments SICAV Plc | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| Malta Statistics Authority | Director/Board Member | ||
| The Strickland Foundation | Corporate Officer/Principal | ||
| SDA Bocconi School of Management | College/University | Undergraduate Degree | |
| Richmond Foundation Malta | Investment Trusts/Mutual Funds | Director/Board Member | |
| Malta Employers Association | Corporate Officer/Principal | ||
| Malta Association of Credit Management | Corporate Officer/Principal | ||
Woodford Investment Management Ltd.
 Woodford Investment Management Ltd. Investment ManagersFinance Woodford Investment Management Ltd. (Woodford) is an independent investment management firm headquartered in London, UK. Founded in 2016, Woodford manages investments for high-net worth and institutional investors. | Investment Managers | Chief Investment Officer Analyst-Equity Analyst-Equity Analyst-Equity | |
Reaps Asset Management Ltd.
 Reaps Asset Management Ltd. Investment ManagersFinance Reaps Asset Management Ltd. provides investment management services. The private company is based in St. Julian's, Malta, and has subsidiaries in Malta. | Investment Managers | Chairman | |
| APS BANK PLC | Major Banks | Director/Board Member Chief Executive Officer Director/Board Member Chief Investment Officer Corporate Officer/Principal Director/Board Member | |
| Lombard Stockbrokers Ltd. | Director/Board Member | ||
| Lombard Asset Managers Ltd. | Director/Board Member |
Statistiche
Distribuzione geografica
| Regno Unito | 25 |
| Malta | 17 |
| Stati Uniti | 7 |
| Irlanda | 2 |
| Singapore | 2 |
Settori
| Finance | 30 |
| Consumer Services | 9 |
| Miscellaneous | 5 |
| Government | 2 |
| Commercial Services | 2 |
Posizioni
| Portfolio Manager-Equities | 63 |
| Director/Board Member | 38 |
| Corporate Officer/Principal | 31 |
| Portfolio Manager-Fixed Income | 26 |
| Analyst-Equity | 24 |
Contatti più connessi
| Insiders | |
|---|---|
| Michael Pace Ross | 13 |
| Franco Azzopardi | 13 |
| Mark Armour | 13 |
| Emanuel Delia | 12 |
| Marcel Cassar | 12 |
| Doug McGraw | 9 |
| James I. Robertson | 7 |
| Paul Gerard Boyne | 7 |
| Avi Zak Hooper | 6 |
| Simon Clinch | 6 |
| Robert John Yerbury | 6 |
| Paul Alan Lamacraft | 5 |
| Giovanni Bartolotta | 5 |
| David Hemming | 5 |
| Cathrine Lopez | 5 |
- Borsa valori
- Insiders
- Josef Portelli
- Connessioni Società
