Profilo
Ms. Lucy E.
Barrett is an Investment Associate at Heartwood Wealth Management Ltd.
She joined Heartwood in May 2012, and assists the Investment Directors in managing clients’ portfolios and in investment research, with a particular focus on commercial property.
She started her career at EFG Private Bank in 2009, where she was involved with managing portfolios and relationships for ultra high net worth clients, primarily from the US and South Africa.
Ms. Barrett graduated from Exeter University with a degree in English Literature.
Precedenti posizioni note di Lucy E. Barrett
| Società | Posizione | Fine |
|---|---|---|
Handelsbanken Wealth & Asset Management Ltd.
 Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries. | Analyst-Equity | 01/11/2013 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
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 Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries. | Finance |
- Borsa valori
- Insiders
- Lucy E. Barrett
