Profilo
Thomas Robert Wicks worked as a Portfolio Manager at New Star Asset Management Ltd. from 2007 to 2009, at Merrill Lynch Portfolio Managers Ltd. from 2010 to 2013, and as a Senior Portfolio Manager at Julius Baer Portfolio Managers Ltd. from 2013 to 2014.
He also worked as a Senior Portfolio Manager at LGT Wealth Management UK LLP from 2017 to 2021.
Precedenti posizioni note di Tom Wicks
| Società | Posizione | Fine |
|---|---|---|
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Gestore di Portafoglio-Azioni | 01/08/2021 |
Julius Baer Portfolio Managers Ltd.
Julius Baer Portfolio Managers Ltd. Investment ManagersFinance Provides investment advice | Gestore di Portafoglio-Azioni | 01/12/2014 |
Merrill Lynch Portfolio Managers Ltd.
Merrill Lynch Portfolio Managers Ltd. Investment ManagersFinance Provides investment advice | Gestore di Portafoglio-Azioni | 01/02/2013 |
New Star Asset Management Ltd.
New Star Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Manages funds | Gestore di Portafoglio-Azioni | 01/06/2009 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
New Star Asset Management Ltd.
New Star Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Manages funds | Miscellaneous |
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Finance |
Merrill Lynch Portfolio Managers Ltd.
Merrill Lynch Portfolio Managers Ltd. Investment ManagersFinance Provides investment advice | Finance |
Julius Baer Portfolio Managers Ltd.
Julius Baer Portfolio Managers Ltd. Investment ManagersFinance Provides investment advice | Finance |
















