Profilo
Mr. William D.
Searle, CFA, is a Fund Manager at Dowgate Wealth Ltd.
He joined Dowgate Wealth in September 2021.
Mr. Searle began his financial career in 2010 at Hargreave Hale, working as a UK small-cap analyst for Giles Hargreave on the Marlborough Special Situations and Marlborough Microcap Funds.
He was also part of the team that launched the Marlborough Multi-Cap Income Fund in 2011 and the Marlborough Nano Cap Fund in 2012.
In 2015 he expanded his role to include European equities by joining David Walton as Assistant Fund Manager of the Marlborough European Multi-Cap Fund before being promoted to Deputy Fund Manager in 2017.
He studied Accounting & Finance at Southampton University.
Precedenti posizioni note di Will Searle
| Società | Posizione | Fine |
|---|---|---|
Dowgate Wealth Ltd.
 Dowgate Wealth Ltd. Investment ManagersFinance Dowgate Wealth Ltd. provides investment advice. The private company is based in London, UK. Mark David Chadwick has been the CEO of the British company since 2020. | Portfolio Manager-Equities | 01/08/2023 |
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. | Portfolio Manager-Equities | 01/08/2021 |
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. | Analyst-Equity | 01/12/2014 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
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. | Finance |
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. | Finance |
Dowgate Wealth Ltd.
Dowgate Wealth Ltd. Investment ManagersFinance Dowgate Wealth Ltd. provides investment advice. The private company is based in London, UK. Mark David Chadwick has been the CEO of the British company since 2020. | Finance |
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