Richard John Larner
Gestore di Portafoglio-Azioni presso Canaccord Genuity Wealth Ltd.
Provenienza dei contatti di primo grado di Richard John Larner
Entità | Tipo di entità | Settore Industriale | |
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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. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: 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.
94
| Subsidiary | Investment Managers | 94 |
Canaccord Genuity Wealth Ltd.
Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.
74
| Subsidiary | Investment Managers | 74 |
Hargreave Hale Ltd.
Hargreave Hale Ltd. Investment ManagersFinance Canaccord Genuity Asset Management Ltd. (CGAM) is an asset management firm headquartered in London, UK. The firm is a subsidiary of Canaccord Genuity Wealth Group Ltd., ultimately owned by Canaccord Genuity Group, Inc. (TSX: CF) in Canada. CGAM was founded in 1897 and was formerly known as Hargreave Hale Ltd. The firm provides discretionary and investment-managed portfolio management services for private investors, trusts, companies, and charities.
39
| Subsidiary | Investment Managers | 39 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Richard John Larner tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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HARGREAVE HALE AIM VCT PLC | Investment Managers | Director/Board Member Director/Board Member | |
HARGREAVE HALE AIM VCT 2 PLC | Investment Managers | Director/Board Member Director/Board Member | |
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. | Investment Managers | Portfolio Manager-Equities | |
Ennismore Fund Management Ltd.
Ennismore Fund Management Ltd. Investment ManagersFinance Ennismore Fund Management Ltd. is an alternative investment manager located in London. The firm was established in 1998, and has strategic partnerships with Richmond Capital LLP and ZA Capital LLP. | Investment Managers | Portfolio Manager-Equities | |
BREWIN DOLPHIN | Investment Managers | Director/Board Member Chief Executive Officer | |
Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. 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. | Investment Managers | Director of Investments Portfolio Manager-Equities | |
University of Strathclyde | College/University | Undergraduate Degree Undergraduate Degree | |
Royal Holloway University of London | College/University | Undergraduate Degree | |
The University of Stirling | College/University | Undergraduate Degree | |
London Business School | College/University | Graduate Degree | |
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. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including 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 | Portfolio Manager-Equities | |
Morgan Stanley Bank AG
Morgan Stanley Bank AG Investment Banks/BrokersFinance Morgan Stanley Bank AG (MSB-AG) is a brokerage and investment banking firm headquartered in Frankfurt, with an additional office in Munich, Germany. They originated in 1987 and was formally established in 1994. The Munich office opened in 2001. The firm is one of the Morgan Stanley Banks and is a subsidiary of New York-based Morgan Stanley (NYSE: MS). MSB-AG provides a variety of products and services to German institutions, government entities, multinational corporations and international high-net worth individuals. The bank's activities include corporate finance advisory, mergers and acquisitions, debt and equity capital raising, and European real estate advisory and investment. The firm offers sales and trading capacities in equity, bonds, derivatives, commodities and currencies. They have specific expertise in German blue-chip equity trading. Their research teams cover a wide variety of industries and leverage the group's global network of offices and contacts. | Investment Banks/Brokers | Director/Board Member | |
Charles Stanley & Co. Ltd.
Charles Stanley & Co. Ltd. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., Charles Stanley & Co. Ltd. is a British brokerage company that provides brokerage services. The company is based in London, UK. The company was founded in 1792. Paul Andrew Abberley has been the CEO of the company since 2014. | Investment Banks/Brokers | Analyst-Equity | |
Beagle Partners LLP
Beagle Partners LLP Investment ManagersFinance Beagle Partners LLP is an independent alternative investment manager headquartered in Bristol, UK. The firm was founded by David Manuel and Anthony Parker in 2004. Beagle Partners manages funds in Emerging Markets. They are experienced managers of Institutional Funds, Alternative Investment Funds and Managed Accounts tailored to client needs. | Investment Managers | Corporate Officer/Principal | |
The Institute of Chartered Accountants of Scotland
The Institute of Chartered Accountants of Scotland Miscellaneous Commercial ServicesCommercial Services The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Thomas Miller Investment Ltd.
Thomas Miller Investment Ltd. Investment ManagersFinance Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley Bank LLC
Morgan Stanley Bank LLC Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley Bank LLC provides brokerage services. The company is based in Moscow, Russian Federation. The Russian company was founded in 2005. The CEO is Gergely Voros. | Investment Banks/Brokers | Director/Board Member | |
Canaccord Genuity Wealth Group Ltd.
Canaccord Genuity Wealth Group Ltd. Financial ConglomeratesFinance Canaccord Genuity Wealth Group Ltd. operates as a holding company. The company was founded in 2005 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Hawksmoor Investment Management Ltd.
Hawksmoor Investment Management Ltd. Investment ManagersFinance Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers. | Investment Managers | Head-Equity Investments | |
JULIUS BÄR GRUPPE AG | Financial Conglomerates | Director/Board Member | |
Morgan Stanley UK Group
Morgan Stanley UK Group Financial ConglomeratesFinance Morgan Stanley UK Group engages in providing investment services with interest in property. The company is headquartered in Canary Wharf, the United Kingdom. | Financial Conglomerates | Chief Administrative Officer | |
The Chartered Institute For Securities & Investment
The Chartered Institute For Securities & Investment General GovernmentGovernment The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom. | General Government | Director/Board Member | |
Albyn School Ltd.
Albyn School Ltd. Other Consumer ServicesConsumer Services Albyn School Ltd. is a leading independent school located in Aberdeen, UK. Albyn School offers a well-rounded education to prepare pupils for their future, with a focus on a healthy balance between a love for learning and curiosity beyond the classroom. The school's nurseries form an important part of the school, catering to toddlers, ante pre-school, and pre-school children. Additionally, Albyn School has introduced the Albyn Curriculum Enrichment Programme to further enhance the education of its pupils. The school provides education for children aged 2 to 18 and was founded in 1867 by Harriet Warrack. | Other Consumer Services | Director/Board Member | |
Stifel Nicolaus Europe Ltd.
Stifel Nicolaus Europe Ltd. Investment Banks/BrokersFinance Stifel Nicolaus Europe Ltd. (SNEL) is a brokerage firm headquartered in London, UK. The firm was founded in 1999 and do-business-as Keefe, Bruyette & Woods Ltd. (KBW). They are a subsidiary of Stifel Europe Holdings Ltd., ultimately owned by Stifel Financial Corp. (NYSE: SF) in the US. SNEL provides Pan-European equity research and sales and trading products for their institutional clients. | Investment Banks/Brokers | Sales & Marketing | |
Atomos Financial Planning Holdings Ltd.
Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Miscellaneous | Chief Investment Officer Director of Investments Portfolio Manager-Equities | |
Morgan Stanley Pension Trustee Ltd.
Morgan Stanley Pension Trustee Ltd. Financial ConglomeratesFinance Part of Morgan Stanley, Morgan Stanley Pension Trustee Ltd. operates as a British non-trading company. The company is based in London, UK. | Financial Conglomerates | Chairman | |
Multrees Investor Services Ltd.
Multrees Investor Services Ltd. Investment Banks/BrokersFinance Part of Skandinaviska Enskilda Banken AB, Multrees Investor Services Ltd. is a British company that provides outsourced investment services to wealth managers, private banks, family offices, and advisory businesses. The company is based in London, UK, and works nationally and internationally from their offices in both Edinburgh and London. Multrees is innovative, collaborative, and experts in supporting transformational change. The company was founded in 2011, and the CEO is Chris Fisher. | Investment Banks/Brokers | Chairman | |
University of Bath School of Management | College/University | Undergraduate Degree | |
Hertfordshire Constabulary (United Kingdom) | General Government | Corporate Officer/Principal | |
The London Community Foundation
The London Community Foundation Miscellaneous Commercial ServicesCommercial Services The London Community Foundation is a charity organization that aims to build strong and connected communities by inspiring generosity to invest in small charities and community groups. The foundation is based in London, UK and was founded in 1995. The British company has raised over £100 million to support grassroots organizations in the capital's communities. The foundation has collaborated with corporate and individual philanthropists as well as public sector partners. Since the first lockdown, they have committed over £9 million in COVID funding as part of the community response. The CEO is Kate Markey. | Miscellaneous Commercial Services | Director/Board Member | |
DEVELOP NORTH PLC | Investment Trusts/Mutual Funds | Chairman | |
Canaccord Genuity Wealth Group Holdings (Jersey) Ltd.
Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. Financial ConglomeratesFinance Part of Canaccord Genuity Group, Inc., Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. is an investment holding British company. The company is based in Saint Helier, UK. Founded in 2017, Canaccord Genuity Wealth Group Holdings (Jersey functions as an investment holding company. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Canaccord Genuity Fund Management | Investment Managers | Private Equity Investor Private Equity Investor | |
Bank Julius Bär & Co. Ltd. /CH/
Bank Julius Bär & Co. Ltd. /CH/ Major BanksFinance Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the company since 2009. | Major Banks | Director/Board Member | |
Palm Harbour Capital LLP
Palm Harbour Capital LLP Investment ManagersFinance Palm Harbour Capital LLP (Palm Harbour) is a private investment management firm headquartered in London, UK. The firm was founded by Peter Smith in 2018. Palm Harbour serves as the investment manager of the COBAS LUX SICAV Palm Harbour Global Value Fund. | Investment Managers | Analyst-Equity | |
Cobas Asset Management SGIC SA (United Kingdom) | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Regno Unito | 42 |
Svizzera | 3 |
Stati Uniti | 2 |
Germania | 2 |
Russia | 2 |
Settori
Finance | 33 |
Consumer Services | 7 |
Commercial Services | 4 |
Government | 3 |
Miscellaneous | 3 |
Posizioni
Portfolio Manager-Equities | 159 |
Analyst-Equity | 34 |
Director/Board Member | 33 |
Director of Investments | 24 |
Portfolio Manager-Fixed Income | 15 |
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