Richard Whitehall
Gestore di Portafoglio-Azioni presso HSBC Global Asset Management (UK) Ltd.
Provenienza dei contatti di primo grado di Richard Whitehall
Entità | Tipo di entità | Settore Industriale | |
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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.
39
| Subsidiary | Investment Managers | 39 |
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.
20
| Subsidiary | Investment Managers | 20 |
OBSR Advisory Services Ltd.
14
| Extinct | Investment Managers | 14 |
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.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Richard Whitehall tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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HSBC Global Asset Management (USA), Inc.
HSBC Global Asset Management (USA), Inc. Investment ManagersFinance HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LON: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. They also serve as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI). | Investment Managers | Chief Investment Officer | |
abrdn Investments Ltd.
abrdn Investments Ltd. Investment ManagersFinance abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
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 | Analyst-Equity | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets Ltd.
Citigroup Global Markets Ltd. Investment Banks/BrokersFinance Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets. | Investment Banks/Brokers | Analyst-Equity | |
Aegon (UK) Group
Aegon (UK) Group Multi-Line InsuranceFinance Aegon (UK) Group provides life, accident, health, and general insurance services. It specializes in distribution of pension, investment, and protection products for corporate and personal markets. The company was founded in 1999 and is headquartered in Edinburgh, the United Kingdom. | Multi-Line Insurance | Chief Executive Officer | |
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a 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 | |
Invesco Asset Management Ltd.
Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Investment Managers | Analyst-Equity Head-Equity Investments | |
FIL Investment Advisors (UK) Ltd.
FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles. | Investment Managers | Analyst-Fixed Income | |
Baring Asset Management Ltd.
Baring Asset Management Ltd. Investment ManagersFinance Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
RSA INSURANCE GROUP | Property/Casualty Insurance | Corporate Officer/Principal | |
AEGON LTD. | Multi-Line Insurance | Corporate Officer/Principal | |
Scandi Co. 3 A/S
Scandi Co. 3 A/S Multi-Line InsuranceFinance Scandi Co. 3 A/S operates as a financial insurance holding company that invests directly and indirectly in domestic and foreign companies. It owns and manages general insurance companies that offer insurance products to personal and commercial customers. The company was founded in 1916 and is headquartered in Frederiksberg, Denmark. | Multi-Line Insurance | Chief Executive Officer | |
University of Oxford | College/University | Graduate Degree Undergraduate Degree | |
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. | Investment Managers | Analyst-Fixed Income Chief Executive Officer Chief Executive Officer Analyst-Equity Analyst-Equity | |
Oxford Brookes University | College/University | Graduate Degree | |
Trygg-Hansa Liv
Trygg-Hansa Liv Multi-Line InsuranceFinance Trygg-Hansa Liv provides non-life insurance for private persons and companies. It offers a range of commercial customer insurance products, including coverage for multiple peril, casualty, workers' compensation and property and marine. It offers a variety of professional liability products for privately and publicly owned companies, financial institutions, professional firms and healthcare organizations. Founded in 1828, the company is headquartered in Stockholm, Sweden | Multi-Line Insurance | Chief Executive Officer | |
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 | |
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 | |
University of Bristol | College/University | Undergraduate Degree | |
Trinity College Dublin | College/University | Undergraduate Degree | |
The University of Sydney | College/University | Undergraduate Degree | |
Bournemouth University | College/University | Undergraduate Degree | |
London School of Economics & Political Science | College/University | Undergraduate Degree | |
The University of Exeter | College/University | Undergraduate Degree | |
Cofunds Ltd.
Cofunds Ltd. Investment ManagersFinance Cofunds Ltd. provides investment advisory services. It makes easy for people to buy investments through financial advisers and other institutions, such as stockbrokers and banks. The firm provides impartial service, long term stability and financial strength. The company was founded in January 2001 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member | |
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 | Corporate Officer/Principal | |
International Management Institute | College/University | Masters Business Admin | |
The Association of British Insurers
The Association of British Insurers Insurance Brokers/ServicesFinance The Association of British Insurers provides insurance services. The non-profit company is based in London, UK. The CEO of the British company is Hannah Gurga. | Insurance Brokers/Services | Corporate Officer/Principal | |
First Abu Dhabi Bank PJSC (Investment Management)
First Abu Dhabi Bank PJSC (Investment Management) Investment ManagersFinance First Abu Dhabi Bank PJSC (Investment Management) (First Abu Dhabi IM) is the asset management division of First Abu Dhabi Bank PJSC (ADX: FAB) in the United Arab Emirates. The firm is headquartered in Abu Dhabi. First Abu Dhabi IM provides asset management services and manages numerous regional funds, offshore funds and portfolios for a range of institutional investors and high-net worth individuals. In 2010, the firm launched the region's first ETF, which provides investors with exposure to a number of blue-chip companies across the UAE. | Investment Managers | Portfolio Manager-Fixed Income | |
Arrowgrass Capital Partners LLP
Arrowgrass Capital Partners LLP Investment ManagersFinance Arrowgrass Capital Partners LLP (Arrowgrass) is an independent, European focused alternative investment manager headquartered in London, UK. Arrowgrass was founded in 2004 and manages three funds for private, wealthy investors. | Investment Managers | Analyst-Equity | |
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 | Analyst-Equity | |
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 | |
Columbia Threadneedle Fund Management Ltd.
Columbia Threadneedle Fund Management Ltd. Investment ManagersFinance Columbia Threadneedle Fund Management Ltd. (CTFM) is the Great Britain-based alternative investment management subsidiary of Columbia Threadneedle Holdings Ltd., ultimately owned by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Founded in 1972, the firm was formerly known as F&C Treasury Ltd. and became BMO Fund Management Ltd. in 2018. They changed their name to Columbia Threadneedle Fund Management Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. Headquartered in London, CTFM manages a range of in-house and multimanager funds for private individuals and institutional clients. | Investment Managers | Corporate Officer/Principal | |
DIRECT LINE INSURANCE GROUP PLC | Property/Casualty Insurance | Director/Board Member | |
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. | Investment Banks/Brokers | Director-Back Office Operation Chief Executive Officer | |
U K Insurance Ltd.
U K Insurance Ltd. Property/Casualty InsuranceFinance Part of Direct Line Insurance Group Plc, U K Insurance Ltd. is a British company that provides general insurance services. The company is based in Leeds, UK and was founded in 1974. | Property/Casualty Insurance | Director/Board Member | |
Brighton College | College/University | Undergraduate Degree | |
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 | |
AMP Capital Investors (UK) Ltd.
AMP Capital Investors (UK) Ltd. Investment ManagersFinance AMP Capital Investors (UK) Ltd. (AMPCI) is an asset management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of AMP Capital Investors International Holdings Ltd., which is ultimately held by AMP Ltd. (ASX: AMP) in Australia. AMPCI provides investment advisory and management services to individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Rowan Dartington & Co. Ltd.
Rowan Dartington & Co. Ltd. Investment ManagersFinance Rowan Dartington & Co. Ltd. (Rowan Dartington) is an investment management firm headquartered in Gloucestershire, UK. The firm was founded in 1990 as Oval (823) Ltd. They are a subsidiary of Rowan Dartington Holdings Ltd., ultimately owned by St. James's Place Plc (LON: STJ). Rowan Dartington provides personalised investment management to IFAs, private clients, companies, charities and trusts. The firm offers a broad range of portfolio management services, specializing in advisory and discretionary investment management. | Investment Managers | Portfolio Manager-Equities | |
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 | |
Nottingham University of /Uk/ | College/University | Undergraduate Degree | |
Aegon Investment Solutions Ltd.
Aegon Investment Solutions Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Aegon NV, Aegon Investment Solutions Ltd. provides business support services. The company is based in Edinburgh, UK and was founded in 2011. | Miscellaneous Commercial Services | Director/Board Member | |
Harvard Kennedy School of Government | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
Regno Unito | 34 |
Stati Uniti | 8 |
Australia | 3 |
Paesi Bassi | 2 |
Danimarca | 2 |
Settori
Finance | 34 |
Consumer Services | 13 |
Communications | 2 |
Technology Services | 2 |
Miscellaneous | 2 |
Posizioni
Analyst-Equity | 58 |
Portfolio Manager-Equities | 49 |
Portfolio Manager-Fixed Income | 23 |
Corporate Officer/Principal | 14 |
Chief Executive Officer | 13 |
Contatti più connessi
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