Profilo
Mr. William Davies is a Global Chief Investment Officer at Columbia Management Investment Advisers LLC, a Global Chief Investment Officer at Columbia Threadneedle Investment Business Ltd, a Global Chief Investment Officer at Threadneedle Asset Management Ltd. and a Deputy Fund Manager at Threadneedle Pan European Equity Dividend Fund.
Mr. Davies was previously employed as a Global Chief Investment Officer & Executive VP by Ameriprise Financial, Inc.
He received his undergraduate degree from The University of Exeter.
Posizioni attive di William Davies
| Società | Posizione | Inizio |
|---|---|---|
Threadneedle Asset Management Ltd.
Threadneedle Asset Management Ltd. Investment ManagersFinance Threadneedle AM offers a broad range of actively managed investment strategies and solutions that covers global, regional and domestic markets and asset classes. The firm aims to deliver consistent, sustainable returns for their clients. | Direttore degli Investimenti | 01/01/2022 |
Threadneedle Pan European Equity Dividend Fund | Corporate Officer/Principal | 15/02/2010 |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Direttore degli Investimenti | 31/01/2022 |
BMO Investment Business Ltd.
BMO Investment Business Ltd. Investment ManagersFinance Columbia Threadneedle invests in middle market companies located in Europe and North America with an enterprise value of up to EUR 500 million. The firm focuses on climate change and corporate sectors. It provides equity financing for buyout and secondary transactions. The firm also invests in private equity funds. It makes co-investments. | Direttore degli Investimenti | 01/01/2022 |
Precedenti posizioni note di William Davies
| Società | Posizione | Fine |
|---|---|---|
| AMERIPRISE FINANCIAL, INC. | Direttore degli Investimenti | 30/06/2026 |
Formazione di William Davies
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 | 6 |
|---|---|
Threadneedle Asset Management Ltd.
Threadneedle Asset Management Ltd. Investment ManagersFinance Threadneedle AM offers a broad range of actively managed investment strategies and solutions that covers global, regional and domestic markets and asset classes. The firm aims to deliver consistent, sustainable returns for their clients. | Finance |
Ameriprise Financial, Inc.
Ameriprise Financial, Inc. Investment ManagersFinance Provides retirement and protection, wealth & asset management solutions | Finance |
The University of Exeter
The University of Exeter Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Investment Business Ltd.
BMO Investment Business Ltd. Investment ManagersFinance Columbia Threadneedle invests in middle market companies located in Europe and North America with an enterprise value of up to EUR 500 million. The firm focuses on climate change and corporate sectors. It provides equity financing for buyout and secondary transactions. The firm also invests in private equity funds. It makes co-investments. | Finance |
Threadneedle Pan European Equity Dividend Fund | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
















