Provenienza dei contatti di primo grado di Kate Capocci
Entità | Tipo di entità | Settore Industriale | |
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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.
48
| Subsidiary | Investment Managers | 48 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kate Capocci tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Nomura International Plc
Nomura International Plc Investment Banks/BrokersFinance Nomura International Plc provides a variety of financial services including advisement, investment banking and asset management. It trades in and sells fixed income and equity products, including related derivatives; and provides investment banking services, and corporate finance and private equity services. The company is also involved in asset and principal finance business. It offers investment advisory and management, custody, and employment services. Nomura International was founded in 1981 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Market Strategist | |
M&G Investment Management Ltd.
M&G Investment Management Ltd. Investment ManagersFinance M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals. | Investment Managers | Head-Equity Investments | |
Newton Investment Management Ltd.
Newton Investment Management Ltd. Investment ManagersFinance Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI). | Investment Managers | Portfolio Manager-Equities | |
ATLANTIS JAPAN GROWTH FUND LIMITED | Investment Trusts/Mutual Funds | Director/Board Member | |
GAM London Ltd.
GAM London Ltd. Investment ManagersFinance GAM London Ltd. is a mutual fund management firm headquartered in London, UK. The firm was founded in 1966 and is a subsidiary of GAM (UK) Ltd., which is owned by GAM Holding AG (SWX: GAM; OTCMKTS: GMHLF) in Switzerland. GAM London provides a range of investment management services such as single manager funds, funds of hedge funds, discretionary portfolio management and structured investments, to private clients, charities, family offices, and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
LOWLAND INVESTMENT COMPANY PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
NCL Investments Ltd.
NCL Investments Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., NCL Investments Ltd. is a British company that provides financial advisory and stock broking services. The company is based in London, UK and was founded in 1985. | Investment Managers | Director/Board Member | |
SILENCE THERAPEUTICS PLC | Miscellaneous Commercial Services | Founder | |
BROWN ADVISORY US SMALLER COMPANIES PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
LINDSELL TRAIN INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
AURORA INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
University of Glasgow | College/University | Undergraduate Degree | |
Smith & Williamson Holdings Ltd.
Smith & Williamson Holdings Ltd. Financial ConglomeratesFinance Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Chief Executive Officer Corporate Officer/Principal | |
Waverton Investment Management Ltd.
Waverton Investment Management Ltd. Investment ManagersFinance Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds). | Investment Managers | Director of Research - Equity | |
Tilney Group Ltd.
Tilney Group Ltd. Financial ConglomeratesFinance Tilney Group Ltd. provides wealth management services. It also provides investment services and solutions, mutual, opal, and commercial property funds through its asset, pension management, and managed portfolio services. The company was founded in1836 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member | |
Merrill Lynch Far East Ltd.
Merrill Lynch Far East Ltd. Investment Banks/BrokersFinance Merrill Lynch Far East Ltd. is the stockbroking subsidiary of Merrill Lynch HK Services Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Headquartered in Hong Kong, the firm was founded in 2003 and offers a broad range of brokerage services to institutional investors. | Investment Banks/Brokers | Market Strategist | |
Hansa Capital Partners LLP
Hansa Capital Partners LLP Investment ManagersFinance Hansa Capital Partners LLP (HCP) is the portfolio management subsidiary of Hansa Capital Ltd., itself a subsidiary of Hanseatic Asset Management LBG in Great Britain. Established as Hansa Capital Ltd. in 2000, the firm was created in 2005 to take over the activities of Hansa Capital. The firm is located in London and provides a range of portfolio management services for high-net worth and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Sterling Financial Consultants Ltd.
Sterling Financial Consultants Ltd. Investment ManagersFinance Part of MWA Financial Ltd., Sterling Financial Consultants Ltd. is a British financial planning company that offers a range of services for individuals and corporations. The company is based in Canary Wharf, Docklands, London, UK. The company's experienced advisers and administrators provide cost-effective solutions for financial planning. Sterling Financial Consultants was acquired by MWA Financial Ltd. on September 07, 2023. | Investment Managers | Director/Board Member | |
University of St. Andrews | College/University | Graduate Degree | |
University College London | College/University | Undergraduate Degree | |
Evelyn Partners Investment Management Services Ltd.
Evelyn Partners Investment Management Services Ltd. Investment ManagersFinance Evelyn Partners Investment Management Services Ltd. (Evelyn Partners IMS) is the investment management subsidiary of Bestinvest (Holdings) Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Formerly known as Tilney Investment Management Services Ltd., the firm was founded by John Spiers in 1986 and was previously owned by global private equity and venture capital firm 3i. Headquartered in London, Evelyn Partners IMS provides a range of services such as discretionary investment management, mortgage and general insurance for UK private individuals, charities, pension funds, investment trusts and companies. | Investment Managers | Portfolio Manager-Equities | |
The University of Exeter | College/University | Undergraduate Degree | |
London Business School | College/University | Masters Business Admin | |
FTSE International Ltd.
FTSE International Ltd. Investment Banks/BrokersFinance FTSE International Ltd. is the brokerage subsidiary of FTSE Group in Great Britain, a global leader in indexing and analytical solutions which calculates thousands of unique indexes that measure and benchmark markets and asset classes in countries worldwide. Established in 1995, FTSE International Ltd. creates, manages and provides a range of equity, fixed-income, real estate, currency, commodity, non market-cap, regional and partner, alternative, responsible investment, investment strategy, and customized indexes on a standard and custom basis. Their indexes are used by investors for investment analysis, performance measurement, asset allocation, portfolio hedging and for creating a range of index tracking funds. Based in London, the firm has additional offices in London, Beijing, Dubai, Milan, Mumbai, Hong Kong, New York, Paris, San Francisco, Sydney, Shanghai, and Tokyo. They also publish and distribute monthly and annual performance and research reports. | Investment Banks/Brokers | Director of Research - Fxd Inc | |
Smith & Williamson Services Ltd.
Smith & Williamson Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Smith & Williamson Holdings Ltd., Smith & Williamson Services Ltd. is a British company that provides accounting, auditing, and tax preparation services. The company is based in London, UK. | Miscellaneous Commercial Services | Director/Board Member | |
Nexia International Ltd.
Nexia International Ltd. Miscellaneous Commercial ServicesCommercial Services NEXIA International Secretariat provides accounting services. Its services include audit and assurance, business taxation, global mobility tax and special advisory services, and personal tax and wealth management. The company is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
South China Securities UK Ltd.
South China Securities UK Ltd. Investment Banks/BrokersFinance Part of South China Financial Holdings Ltd., South China Securities UK Ltd. is a financial services company based in London, UK. South China Securities provides personalized investment services to clients through a licensed professional brokerage team. The British company offers investment information and advice on different market conditions and Hong Kong stock trends. The company helps clients choose or recommend which stocks or securities to buy and sell, and when to buy and sell, to pursue better investment performance. South China Financial Holdings Ltd. has a team of experts in different fields, providing a wide range of products, including over 3,200 funds, various insurance products from nearly 26 insurance companies, more than 2,300 bonds, as well as futures, stock products, and overseas property sales. The company offers comprehensive and reliable investment solutions tailored to your needs. The company was founded in 1989. The CEO is Peter Wong. | Investment Banks/Brokers | Sales & Marketing | |
City Financial Investment Co. Ltd.
City Financial Investment Co. Ltd. Investment ManagersFinance City Financial Investment Co. Ltd. (City Financial) is an independent hedge fund management firm headquartered in London, UK. The firm was founded in 1986 as REALGLOBE Ltd., became known as Independent Financial Marketing Ltd. in 1992 and renamed to City Financial Investment Co. Ltd. in 1998. City Financial provides investment advisory services to pooled investment vehicles and separately managed accounts. | Investment Managers | Director of Investments | |
Smith & Williamson Corporate Finance Ltd.
Smith & Williamson Corporate Finance Ltd. Investment Banks/BrokersFinance Part of Smith & Williamson Holdings Ltd., Smith & Williamson Corporate Finance Ltd. is a leading integrated wealth management and professional services group based in London, UK. The British company provides wealth, accountancy, and business advisory services to its clients. Founded in 1836, Kevin Peter Stopps has been the CEO of the company since 2006. | Investment Banks/Brokers | Chief Executive Officer | |
Smith & Williamson Fund Administration Ltd.
Smith & Williamson Fund Administration Ltd. Investment ManagersFinance Part of Platinum L.P. Guernsey Ltd., Smith & Williamson Fund Administration Ltd. is a wealth management and professional services group that has been providing expert advice in wealth, accountancy, and business advisory services since 1836. The company is based in London, UK. The British company offers tax compliance services to help simplify the complex rules and legislation of personal tax compliance. Additionally, they provide risk management advisory services to help businesses manage their operations. | Investment Managers | Director/Board Member | |
Smith & Williamson Corporate Services Ltd.
Smith & Williamson Corporate Services Ltd. Personnel ServicesCommercial Services Part of Goldring Family Trust, Smith & Williamson Corporate Services Ltd. is an employment placement agency. The company is based in London, UK. Founded in 1995. | Personnel Services | Director/Board Member | |
London Stock Exchange Plc
London Stock Exchange Plc Investment Banks/BrokersFinance London Stock Exchange Plc, operates as a stock exchange. It offers capital market, trading, information, derivatives, studio, regulatory, enhanced, connectivity, telephone network, reference and historical data, historic price, corporate action, trade data, valuation data, broker ranking, matching and reconciliation. The company was founded in 1571 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Corporate Officer/Principal | |
Smith & Williamson Financial Services Ltd.
Smith & Williamson Financial Services Ltd. Financial ConglomeratesFinance Part of Goldring Family Trust, Smith & Williamson Financial Services Ltd. is a British company that provides financial intermediation services. The company is based in London, UK. Founded in 1995. | Financial Conglomerates | Director/Board Member | |
Ajia Partners Asia Absolute Return Master Fund Ltd. | Market Strategist | ||
Pacific Capital Partners Ltd.
Pacific Capital Partners Ltd. Investment ManagersFinance Pacific Capital Partners Ltd., trading as Pacific Asset Management (PAM), is an alternative investment firm headquartered in London, UK. The firm was founded by Jonathan Mitchell and Mark Shoberg in 1993. They are owned by Pacific Investments Management Ltd., which is a subsidiary of Pacific Investments Ltd. They provide asset management solutions to high net worth individual and institutional clients. PAM is a signatory to the UN Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Equities | |
RAYS Capital Partners Ltd.
RAYS Capital Partners Ltd. Investment ManagersFinance RAYS Capital Partners Ltd. (RAYS) is a boutique investment partnership headquartered in Hong Kong. The firm was founded by David (Ching Chi) Ruan and Amy (Yok Tak) Yip in 2010. RAYS manages investments in Asia on behalf of private clients and institutional investors, alongside partners’ and principals’ own capital. | Investment Managers | Market Strategist | |
25 Moorgate Ltd.
25 Moorgate Ltd. Real Estate DevelopmentFinance Part of Smith & Williamson Holdings Ltd., 25 Moorgate Ltd. is a British company that provides real estate management services. The company is based in London, UK. | Real Estate Development | Director/Board Member | |
Thorntons Investment Management Ltd.
Thorntons Investment Management Ltd. Investment ManagersFinance Thorntons Investment Management Ltd. offers financial planning and investment management advice to clients in the United Kingdom. The private company is based in Dundee, UK, and has subsidiaries in the United Kingdom. The British company's services include discretionary investment management for financial advisers and their clients, with a range of risk-targeted model portfolios and IHT model portfolio services. The company was founded in 1995, and Stephen James Nicholson Webster has been the CEO of the company since 2012. | Investment Managers | Director/Board Member | |
The Child Health Research CIO
The Child Health Research CIO Movies/EntertainmentConsumer Services The Child Health Research CIO supports theatrical producers and services. | Movies/Entertainment | Director/Board Member | |
Index Fund Advisors Ltd.
Index Fund Advisors Ltd. Investment ManagersFinance Index Fund Advisors Ltd. provides financial planning and investment advisory services. Its services include lifestyle, tax and structural, pension, retirement and index growth planning. The company was founded by Noel Farrelly and Les Phillips in 2004 and is headquartered in Sutton Coldfield, the United Kingdom. | Investment Managers | Director/Board Member | |
Smith & Williamson TBS Holdings Ltd.
Smith & Williamson TBS Holdings Ltd. Financial ConglomeratesFinance Part of Smith & Williamson Holdings Ltd., Smith & Williamson TBS Holdings Ltd. is an investment holding British company. The company is based in London, UK. It was founded in 2012. | Financial Conglomerates | Director/Board Member | |
Evelyn Partners I M Ltd.
Evelyn Partners I M Ltd. Financial ConglomeratesFinance Part of Platinum L.P. Guernsey Ltd., Evelyn Partners I M Ltd. is an investment holding British company. The company is based in London, UK. Evelyn Partners I M was founded in 2011. | Financial Conglomerates | Director/Board Member | |
Landseer Asset Management UK LLP
Landseer Asset Management UK LLP Investment ManagersFinance Landseer Asset Management UK LLP provides investment advice. The private company is based in London, UK. The British company was founded in 2020. Paul James Graham has been the CEO of the company since 2020. | Investment Managers | Portfolio Manager-Equities | |
Evelyn Partners Group Ltd.
Evelyn Partners Group Ltd. Investment ManagersFinance Evelyn Partners Group Ltd. engages in the provision of wealth management and professional services. The company was founded on September 1, 2020 and is headquartered in the United Kingdom. | Investment Managers | Director/Board Member | |
MWA Financial Ltd.
MWA Financial Ltd. Investment ManagersFinance MWA Financial Ltd. is a financial advisory firm committed to excellence in financial advisory services. The private company is based in Hertford, UK, and has subsidiaries in the United Kingdom. The British company's vision is to excel through strategic acquisitions and the recruitment of top-tier professionals, shaping the future of financial advice where talent meets innovation and excellence is their constant pursuit. MWA Financial was founded in 2016 by Dean Campbell Banks, who has been the CEO since then. The company's strategic approach to talent acquisition and dedication to nurturing the next generation of advisors sets them apart as a leader in the financial advisory landscape. | Investment Managers | Chairman | |
Voyager Life Plc
Voyager Life Plc Pharmaceuticals: OtherHealth Technology Voyager Life Plc engages in health and wellness business focused on CBD and hemp seed oil products. It offers CBD Gummies, skin, bath & pet products. The company was founded by Nicholas George Selby Tulloch on November 12, 2020, and is headquartered in Perth, the United Kingdom. | Pharmaceuticals: Other | Chairman | |
Evelyn Partners Investment Services Ltd.
Evelyn Partners Investment Services Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse. | Investment Managers | Director/Board Member | |
CHILL BRANDS GROUP PLC | Pharmaceuticals: Other | Founder |
Statistiche
Distribuzione geografica
Regno Unito | 48 |
Hong Kong | 4 |
Settori
Finance | 32 |
Miscellaneous | 7 |
Consumer Services | 7 |
Commercial Services | 5 |
Health Technology | 3 |
Posizioni
Portfolio Manager-Equities | 46 |
Director/Board Member | 24 |
Portfolio Manager-Fixed Income | 7 |
Market Strategist | 6 |
Corporate Officer/Principal | 5 |
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