Provenienza dei contatti di primo grado di Mel Wells
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.
109
| Subsidiary | Investment Managers | 109 |
Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is an investment management firm headquartered in Liverpool, UK. The firm was founded in 1979 and is a wholly-owned subsidiary of Rathbone Brothers Plc (LSE: RAT). RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.
61
| Subsidiary | Investment Managers | 61 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mel Wells tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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UNBOUND GROUP PLC | Investment Managers | Corporate Officer/Principal | |
OCTOPUS ECLIPSE VCT PLC | Investment Managers | Chairman | |
Rathbones Asset Management Ltd.
Rathbones Asset Management Ltd. Investment ManagersFinance Rathbones Asset Management Ltd. (RAM) is the wholly-owned fund management subsidiary of Rathbones Group Plc (LSE: RAT) in Great Britain. Originally founded as Laurence Keen Unit Trust Management Ltd. in 1989, the firm was acquired by the Rathbone Group in 1995 and renamed Rathbone Unit Trust Management Ltd. in 1999. They became known as Rathbones Asset Management Ltd. in 2023. Headquartered in London, RAM manages the Rathbone family of equity and fixed-income funds for retail investors and segregated institutional accounts. | Investment Managers | Director of Investments Director of Investments Director of Investments Head-Equity Investments Director of Research - Equity Analyst-Equity Investment Committee Member | |
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients. | Investment Managers | Portfolio Manager-Equities | |
Barclays Investment Solutions Ltd.
Barclays Investment Solutions Ltd. Investment ManagersFinance Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
RATHBONES GROUP PLC | Investment Managers | Director/Board Member | |
CW Residential Ltd.
CW Residential Ltd. Real Estate DevelopmentFinance CW Residential Ltd. engages in investing residential assets. The company is headquartered in Northampton, the United Kingdom. | Real Estate Development | Director/Board Member | |
HENDERSON HIGH INCOME TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
University of Oxford | 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 | Chairman Director/Board Member Corporate Officer/Principal | |
Smith & Williamson (Bristol) LLP
Smith & Williamson (Bristol) LLP Miscellaneous Commercial ServicesCommercial Services Smith & Williamson (Bristol) LLP provides accounting services. It offers personal financial planning, auditing, restructuring and recovery, and forensic services. The firm has offices in London, Belfast, Guildford, Salisbury, Southampton, and Worcester. The company was founded in 1869 and is headquartered in Bristol, the United Kingdom. | Miscellaneous Commercial Services | Chairman | |
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 | Portfolio Manager-Equities | |
Framlington Group Plc
Framlington Group Plc MiscellaneousMiscellaneous Part of AXA SA, Framlington Group Plc is an investment holding British company. The company is based in London, UK. Framlington Group was acquired by AXA Investment Managers (Paris) SA from HSBC Holdings Plc on October 31, 2005 for $310.71 million. | Miscellaneous | Director/Board Member | |
Butterfield Mortgages Ltd.
Butterfield Mortgages Ltd. Finance/Rental/LeasingFinance Butterfield Mortgages Ltd. is the wholly-owned subsidiary of The Bank of N.T. Butterfield & Son Ltd. (NYSE: NTB) in Great Britain. Created in 2004 when merchant bank Leopold Joseph merged with the Bank of N.T. Butterfield & Son Ltd. The bank is located in London and provides full private banking and treasury services, internet banking, wealth management and fiduciary services to high-net worth individuals and privately-owned businesses. | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The University of Edinburgh | College/University | Undergraduate Degree | |
INSEAD | College/University | Masters Business Admin | |
University of Durham | College/University | Undergraduate Degree | |
University of St. Andrews | College/University | Graduate Degree | |
The University of Exeter | College/University | Undergraduate Degree | |
Stonehage Fleming Investment Management Ltd.
Stonehage Fleming Investment Management Ltd. Investment ManagersFinance Stonehage Fleming Investment Management Ltd. (Stonehage Fleming) is the wealth management subsidiary of Stonehage Fleming (UK) Ltd., ultimately held by Spes Bona Ltd. in British Virgin Islands. The firm was founded in 2000 as FF&P Asset Management Ltd. and changed their name to Stonehage Fleming Investment Management Ltd. in 2015 when Stonehage and Fleming Family & Partners merged. Headquartered in London, Stonehage Fleming provides investment advice to high-net worth individuals, family groups, charities and institutions. | Investment Managers | Head-Equity Investments | |
BlackRock Investment Management (UK) Ltd.
BlackRock Investment Management (UK) Ltd. Investment ManagersFinance BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. They are a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. The firm was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, which includes the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Timothy Taylor & Co. Ltd.
Timothy Taylor & Co. Ltd. Beverages: AlcoholicConsumer Non-Durables Timothy Taylor & Co. Ltd. manufactures beer and malt beverages. Its methods include malting and mashing, boiling, fermentation and maturation, to cask and bottle and to pubs and bars. The company was founded by Timothy Taylor in 1858 and is headquartered in Keighley, the United Kingdom. | Beverages: Alcoholic | 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 | Chairman | |
Sanlam Investments UK Ltd.
Sanlam Investments UK Ltd. Investment ManagersFinance Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Head-Fixed Income Invts | |
Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. They changed their name to Brewin Dolphin Ltd. in 2018. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSX: RY) and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Investment Managers | Director of Investments | |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. The firm was founded in 1987 and formerly known as Carr Sheppards Ltd. and Rensburg Sheppards Investment Management Ltd. In 2023, Rathbones Group Plc (LSE: RAT) acquired the firm from Investec Plc (LSE: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Investment Managers | Analyst-Equity | |
Acrisure International Holdings Ltd. | Director/Board Member | ||
Stewardship Services (UKET) Ltd.
Stewardship Services (UKET) Ltd. Miscellaneous Commercial ServicesCommercial Services Stewardship Services (UKET) Ltd. operates as a charity that promotes generous and tax-effective giving. Its services include payroll bureau, accounts examination, consultancy helpline, mortgages, charity formation, and deposit account. The company was founded in 1906 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
The Medical College of Saint Bartholomew's Hospital Trust
The Medical College of Saint Bartholomew's Hospital Trust Medical/Nursing ServicesHealth Services The Medical College of Saint Bartholomew's Hospital Trust provides ambulatory healthcare services. The non-profit company is based in London, UK. The British company was founded in 1986 by Anthony Dawson. | Medical/Nursing Services | Director/Board Member | |
Parapet Ltd.
Parapet Ltd. Miscellaneous Commercial ServicesCommercial Services Parapet Ltd. engages in management consultancy services. The company was founded on April 10, 2012 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
Catley Lakeman May Ltd.
Catley Lakeman May Ltd. Financial ConglomeratesFinance Catley Lakeman May Ltd. is a British investment solutions company that provides tailored services to meet the specific needs of their clients. The private company is based in London, UK and has subsidiaries in the United Kingdom. The company uses their expertise and experience to help clients overcome complex investment challenges. The company was founded in 2008 by Andrew Michael Lakeman, Thomas Andrew May, and the CEO is Tony Stenning. | Financial Conglomerates | Director/Board Member | |
Amundi (UK) Ltd.
Amundi (UK) Ltd. Investment ManagersFinance Amundi (UK) Ltd. (Amundi UK) is the Great Britain-based subsidiary of Amundi SA (EPA: AMUN), itself a subsidiary of Rue de la Boetie SAS-held Crédit Agricole SA (EPA: ACA) in France. Headquartered in London, Amundi UK was founded in 1983 and provides asset management services for retail and institutional clients. | Investment Managers | Head-Equity Investments | |
Richard Shuttleworth Trustees
Richard Shuttleworth Trustees Investment Trusts/Mutual FundsMiscellaneous Richard Shuttleworth Trustees is a charity organization founded in 1992 that promotes education and training in the science, practice, and history of aviation and automotive transport. The non-profit company is based in Biggleswade, UK. | Investment Trusts/Mutual Funds | Director/Board Member | |
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 | Chairman |
Statistiche
Distribuzione geografica
Regno Unito | 43 |
Stati Uniti | 2 |
Francia | 2 |
Settori
Finance | 27 |
Consumer Services | 7 |
Commercial Services | 6 |
Miscellaneous | 4 |
Consumer Durables | 2 |
Posizioni
Portfolio Manager-Equities | 104 |
Analyst-Equity | 21 |
Director of Investments | 20 |
Investment Committee Member | 18 |
Director/Board Member | 16 |
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