Mark John Roomans
Direttore/Membro del Consiglio presso Morningstar Real-Time Data Ltd.
Provenienza dei contatti di primo grado di Mark John Roomans
Entità | Tipo di entità | Settore Industriale | |
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Morningstar Europe Ltd.
Morningstar Europe Ltd. Investment ManagersFinance Morningstar Europe Ltd. is the Great Britain-based investment research subsidiary of Morningstar Holland BV, ultimately owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, the firm was founded in 2000 and provides investment research services to European retail and institutional investors. Morningstar Europe takes a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments they cover. Their global coverage uses the same consistent research framework in every region where Morningstar analysts are evaluating investments.
15
| Subsidiary | Investment Managers | 15 |
Morningstar Investment Management Europe Ltd.
Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.
14
| Subsidiary | Investment Managers | 14 |
Morningstar Australasia Pty Ltd.
Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors.
4
| Subsidiary | Investment Managers | 4 |
Morningstar UK Ltd.
Morningstar UK Ltd. Investment Banks/BrokersFinance Morningstar U.K. opened in London in 2000 and launched its investing Web site in 2001. The Web site offers access to and objective information on more than 9,000 funds available to individual investors in the U.K. The site also offers independent editorial content produced by Morningstar analysts and journalists based in London and around the world. In addition to its investing site, Morningstar U.K. provides a range of innovative products and services to advisers and institutions, including Morningstar® Adviser Workstation™, a comprehensive, Web-based investment planning system and Morningstar Direct™, a Web-based institutional platform providing access to Morningstar's global databases and investment research.
2
| Subsidiary | Investment Banks/Brokers | 2 |
Morningstar Real-Time Data Ltd.
Morningstar Real-Time Data Ltd. Data Processing ServicesTechnology Services Morningstar Real-Time Data Ltd. provides market data and financial data workstations. The company is headquartered in London, the United Kingdom.
1
| Subsidiary | Data Processing Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mark John Roomans tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | President | |
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 | Portfolio Manager-Equities | |
GHC Capital Markets Ltd.
GHC Capital Markets Ltd. Investment ManagersFinance GHC Capital Markets Ltd. (GHC) is an independent investment management firm headquartered in Leicester, UK. The firm was founded in 1995 as Goy, Harris, Cartwright & Co., Ltd. and rebranded as GHC Capital Markets in 2007. GHC provides investment management services to companies and individuals alike. | Investment Managers | Portfolio Manager-Equities | |
Thesis Asset Management Ltd.
Thesis Asset Management Ltd. Investment ManagersFinance Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Sanlam UK Ltd., which is owned by Sanlam Ltd. (JSE: SLM) in South Africa. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm also creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management. | Investment Managers | Analyst-Equity | |
Fitch Ratings Ltd.
Fitch Ratings Ltd. Investment ManagersFinance Fitch Ratings Ltd. (FRL) is an investment research firm headquartered in London, UK. The firm was founded in 1977 and is a subsidiary of Fitch Ratings, Inc., ultimately held by The Hearst Family Trust in the US. FRL provides research and specialized ratings of services to residential and commercial mortgages, asset managers and managed funds. They also publish quantitatively based ratings such as Q-IFS ratings. | Investment Managers | Analyst-Fixed Income | |
Charles Stanley & Co. Ltd. (Investment Management)
Charles Stanley & Co. Ltd. (Investment Management) Investment ManagersFinance Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers. | Investment Managers | Analyst-Equity | |
MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal | |
Ibbotson Pty Ltd.
Ibbotson Pty Ltd. Investment ManagersFinance Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia. | Investment Managers | Chief Investment Officer | |
The University of Sydney | College/University | Undergraduate Degree | |
Edison Investment Research Ltd.
Edison Investment Research Ltd. Investment ManagersFinance Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders. | Investment Managers | Analyst-Equity | |
Saltus Partners LLP
Saltus Partners LLP Investment ManagersFinance Saltus Partners LLP is a hedge fund manager and holding firm headquartered in London, UK. The firm was founded in 2004 by Simon Armstrong and Jonathan Macintosh. Saltus Partners provides investment management services to private clients. | Investment Managers | Investment Committee Member | |
Citigroup Global Markets Korea Securities Ltd.
Citigroup Global Markets Korea Securities Ltd. Investment Banks/BrokersFinance Citigroup Global Markets Korea Securities Ltd. is the South Korean brokerage subsidiary of Citigroup Financial Products, Inc., ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Headquartered in Seoul, the firm was founded in 1996 and provides a full suite of securities services to institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
JPMorgan Securities Far East Ltd. (South Korea)
JPMorgan Securities Far East Ltd. (South Korea) Investment Banks/BrokersFinance JPMorgan Securities (Far East) Ltd. (South Korea) (JPMorgan Korea) is the South Korea-based broker/dealer subsidiary of JPMorgan Holdings (Hong Kong) Ltd. in Hong Kong, which is owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in Seoul, JPMorgan Korea was founded in 1991 and provides corporations, financial institutions and government entities an integrated range of corporate and investment banking and investment advisory services. | Investment Banks/Brokers | Analyst-Equity | |
Resilient Fund Managers Ltd.
Resilient Fund Managers Ltd. Investment ManagersFinance Resilient Fund Managers Ltd. is the wholly-owned asset management subsidiary of GHC Group Ltd. in Great Britain. Headquartered in Leicester, the firm was founded in 1990 and provides investment advisory services to individuals and their families, trusts, charities and corporates. | Investment Managers | Portfolio Manager-Equities | |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Portfolio Manager-Equities President | |
Fat Prophets Australia Pty Ltd.
Fat Prophets Australia Pty Ltd. Investment ManagersFinance Fat Prophets Australia Pty Ltd. provides investment research. The private company is based in Sydney, AU. and has subsidiaries in Australia and United Kingdom. The Australian company was founded in 2000 by Angus Geddes. Angus Geddes has been the CEO since 2000. | Investment Managers | Analyst-Equity | |
Proactive Investors Ltd.
Proactive Investors Ltd. Investment ManagersFinance Proactive Investors Ltd. is a financial media portal that connects companies and investors. The company is based in London, UK, and has subsidiaries in the United States. The British company provides breaking news, commentary, and analysis on hundreds of listed companies and pre-IPO businesses globally, 24/7. The company offers in-depth comment, analysis, press releases, and share price data on small to large capitalized companies. Proactive is one of the fastest-growing financial media portals in the world, leading in up-to-the-minute, multi-media news provision, events organization, and investor research. The company was founded in 2006 by Craig Ribton, who has been the CEO since 2006. | Investment Managers | Analyst-Equity | |
Morningstar Investment Management Australia Ltd.
Morningstar Investment Management Australia Ltd. Investment ManagersFinance Morningstar Investment Management Australia Ltd. (Morningstar Australia) is the wholly-owned, Australian multi-management subsidiary of Ibbotson Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. The firm was founded in 1977 by Roger Ibbotson as Intech. They were acquired by Morningstar and were renamed Ibbotson Associates Australia Ltd. in 2010. In 2016, the firm changed their name to Morningstar Investment Management Australia Ltd. Headquartered in Barangaroo, Morningstar Australia provides investment management and consulting services to institutions, advisers and individual investors. | Investment Managers | Chief Investment Officer | |
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 | Analyst-Equity | |
Morningstar Funds Trust
Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
Cinnabar Investment Management Pty Ltd.
Cinnabar Investment Management Pty Ltd. Investment ManagersFinance Cinnabar Investment Management Pty Ltd. (Cinnabar) is an independent asset management firm headquartered in Johannesburg, South Africa. Cinnabar provides global multi-management solutions to individual and institutional clients. | Investment Managers | Analyst-Equity | |
Nedgroup Investment Advisors (Pty) Ltd.
Nedgroup Investment Advisors (Pty) Ltd. Investment ManagersFinance Nedgroup Investment Advisors (Pty) Ltd. (Nedgroup Investments) is the investment management subsidiary of Nedbank Group Ltd. (JSE: NED) in South Africa. Headquartered in Cape Town, Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. | Investment Managers | Head-Equity Investments | |
Aegon Investments Ltd.
Aegon Investments Ltd. Investment ManagersFinance Aegon Investments Ltd. is an investment management firm headquartered in London, UK. The firm is a subsidiary of Aegon UK PLC, ultimately owned by Aegon Ltd. (AEX: AEG) in The Netherlands. Aegon Investments manages and advises assets of a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. | Investment Managers | Portfolio Manager-Equities | |
Moody's Investors Service Ltd.
Moody's Investors Service Ltd. Investment ManagersFinance Moody's Investors Service Ltd. is the Great Britain-based investment research subsidiary of Moody's Corp. (NYSE: MCO) in the US. The firm was founded in 1985 under the name Rapidcredit Ltd. Headquartered in London, Moody's Investors Service provides credit ratings, research, and risk analysis. Credit ratings and research help investors analyze the credit risks associated with fixed-income securities. Such independent credit ratings and research also contribute to efficiencies in fixed-income markets and other obligations, such as insurance policies and derivative transactions, by providing credible and independent assessments of credit risk. | Investment Managers | Analyst-Fixed Income |
Statistiche
Distribuzione geografica
Regno Unito | 16 |
Australia | 6 |
Stati Uniti | 5 |
Corea del Sud | 3 |
Sud Africa | 3 |
Settori
Finance | 27 |
Consumer Services | 2 |
Miscellaneous | 2 |
Technology Services | 2 |
Posizioni
Analyst-Equity | 42 |
Portfolio Manager-Equities | 14 |
Analyst-Fixed Income | 10 |
Chief Investment Officer | 6 |
Investment Committee Member | 5 |
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