Rae Anthony Brooks
Portefeuillebeheerder-Aandelen bij Evelyn Partners Investment Management LLP
Oorsprong van het eerstegraads netwerk van Rae Anthony Brooks
Entiteit | Type entiteit | Industrie | |
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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.
159
| Subsidiary | Investment Managers | 159 |
Amundi (UK) Ltd.
Amundi (UK) Ltd. Investment ManagersFinance Amundi (UK) Ltd. (Amundi UK) is the Great Britain-based subsidiary of Amundi SA (EPA: AMUN), itself a subsidiary of Rue de la Boetie SAS-held Crédit Agricole SA (EPA: ACA) in France. Headquartered in London, Amundi UK was founded in 1983 and provides asset management services for retail and institutional clients.
30
| Subsidiary | Investment Managers | 30 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Rae Anthony Brooks via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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NCL Investments Ltd.
NCL Investments Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., NCL Investments Ltd. is a British company that provides financial advisory and stock broking services. The company is based in London, UK and was founded in 1985. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Smith & Williamson Holdings Ltd.
Smith & Williamson Holdings Ltd. Financial ConglomeratesFinance Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Chief Executive Officer Director/Board Member Chief Executive Officer | |
Smith & Williamson Financial Services Ltd.
Smith & Williamson Financial Services Ltd. Financial ConglomeratesFinance Part of Goldring Family Trust, Smith & Williamson Financial Services Ltd. is a leading integrated wealth management and professional services group. The company is based in London, UK and has been providing wealth, accountancy, and business advisory services since 1836. The British company also provides tax risk and governance services for businesses operating in an increasingly challenging tax environment. Founded in 1995, the company offers financial planning services for retirement, estate planning, investing for children, and other financial goals. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member | |
Amundi Asset Management SA (Investment Management)
Amundi Asset Management SA (Investment Management) Investment ManagersFinance Amundi Asset Management SA (Investment Management) (Amundi-IM) is the investment management division of Amundi Asset Management SA, ultimately held by SAS Rue la Boétie’s Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. It was founded in 2010 when the asset management operations of Crédit Agricole SA and Société Générale merged. Headquartered in Paris, the firm develops products for institutional clients and third-party distributors and has ties with sovereign wealth funds, pension funds, institutional funds and corporate funds. They have distribution agreements with platforms in Europe and Asia. Amundi-IM is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Investment Managers | Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Fixed Income | |
Smith & Williamson Services Ltd.
Smith & Williamson Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Smith & Williamson Holdings Ltd., Smith & Williamson Services Ltd. is a British company that provides accounting, auditing, and tax preparation services. The company is based in London, UK. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
Evelyn Partners Investment Services Ltd.
Evelyn Partners Investment Services Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Smith & Williamson Fund Administration Ltd.
Smith & Williamson Fund Administration Ltd. Investment ManagersFinance Part of Platinum L.P. Guernsey Ltd., Smith & Williamson Fund Administration Ltd. is a wealth management and professional services group that has been providing expert advice in wealth, accountancy, and business advisory services since 1836. The company is based in London, UK. The British company offers tax compliance services to help simplify the complex rules and legislation of personal tax compliance. Additionally, they provide risk management advisory services to help businesses manage their operations. | Investment Managers | Director/Board Member Director/Board Member | |
Tilney Group Ltd.
Tilney Group Ltd. Financial ConglomeratesFinance Tilney Group Ltd. provides wealth management services. It also provides investment services and solutions, mutual, opal, and commercial property funds through its asset, pension management, and managed portfolio services. The company was founded in1836 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Evelyn Partners I M Ltd.
Evelyn Partners I M Ltd. Financial ConglomeratesFinance Part of Platinum L.P. Guernsey Ltd., Evelyn Partners I M Ltd. is an investment holding British company. The company is based in London, UK. Evelyn Partners I M was founded in 2011. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Butterfield Mortgages Ltd.
Butterfield Mortgages Ltd. Finance/Rental/LeasingFinance Butterfield Mortgages Ltd. is the wholly-owned subsidiary of The Bank of N.T. Butterfield & Son Ltd. (NYSE: NTB) in Great Britain. Created in 2004 when merchant bank Leopold Joseph merged with the Bank of N.T. Butterfield & Son Ltd. The bank is located in London and provides full private banking and treasury services, internet banking, wealth management and fiduciary services to high-net worth individuals and privately-owned businesses. | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal | |
25 Moorgate Ltd.
25 Moorgate Ltd. Real Estate DevelopmentFinance Part of Smith & Williamson Holdings Ltd., 25 Moorgate Ltd. is a British company that provides real estate management services. The company is based in London, UK. | Real Estate Development | Director/Board Member Director/Board Member | |
Smith & Williamson TBS Holdings Ltd.
Smith & Williamson TBS Holdings Ltd. Financial ConglomeratesFinance Part of Smith & Williamson Holdings Ltd., Smith & Williamson TBS Holdings Ltd. is an investment holding British company. The company is based in London, UK. It was founded in 2012. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Index Fund Advisors Ltd.
Index Fund Advisors Ltd. Investment ManagersFinance Index Fund Advisors Ltd. provides financial planning and investment advisory services. Its services include lifestyle, tax and structural, pension, retirement and index growth planning. The company was founded by Noel Farrelly and Les Phillips in 2004 and is headquartered in Sutton Coldfield, the United Kingdom. | Investment Managers | Director/Board Member Director/Board Member | |
Smith & Williamson Corporate Services Ltd.
Smith & Williamson Corporate Services Ltd. Personnel ServicesCommercial Services Part of Goldring Family Trust, Smith & Williamson Corporate Services Ltd. is an employment placement agency. The company is based in London, UK and was founded in 1995. | Personnel Services | Director/Board Member Director/Board Member | |
Queen's University | College/University | Masters Business Admin Undergraduate Degree | |
H2O AM LLP
H2O AM LLP Investment ManagersFinance H2O AM LLP is an alternative investment management firm headquartered in London, UK. The firm was founded in 2010 by four partners. They are a subsidiary of H2O AM (Corporate Member) Ltd., ultimately held by BPCE SA in France. H2O AM specializes in global fixed-income and global macro multi-strategy management. | Investment Managers | Founder Founder | |
Société Générale Gestion SA
Société Générale Gestion SA Investment ManagersFinance Société Générale Gestion SA (S2G) is the wholly-owned asset management subsidiary of Amundi Asset Management SA, itself a subsidiary of Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. The firm was founded in 2006 and is headquartered in Paris. They are the successor to SGAM-Société Générale Asset Management SA, founded in 1997 to take over the asset management activities of Société Générale. In 2009 SGAM absorbed their alternative management subsidiary, Barep Asset Management SA. S2G has specific expertise in employee savings plan management and manages discretionary accounts as well as a range of comingled products. Their clients are French companies and institutions, including associations. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Evelyn Partners Group Ltd.
Evelyn Partners Group Ltd. Investment ManagersFinance Evelyn Partners Group Ltd. engages in the provision of wealth management and professional services. The company was founded on September 1, 2020 and is headquartered in the United Kingdom. | Investment Managers | Director/Board Member Director/Board Member | |
Biocatalysts Ltd.
Biocatalysts Ltd. Pharmaceuticals: OtherHealth Technology Biocatalysts Ltd. operates as a global biotechnology firm producing specialty enzymes at commercial scales for a variety of industries such as food, flavor and fragrance, life science, pharma, and fine chemicals. It offers both off-the-shelf enzyme products and a customized enzyme discovery, development, and manufacturing service. The company was founded in 1983 and is headquartered in Parc Nantgarw, the United Kingdom. | Pharmaceuticals: Other | Director/Board Member | |
Timothy Taylor & Co. Ltd.
Timothy Taylor & Co. Ltd. Beverages: AlcoholicConsumer Non-Durables Timothy Taylor & Co. Ltd. manufactures beer and malt beverages. Its methods include malting and mashing, boiling, fermentation and maturation, to cask and bottle and to pubs and bars. The company was founded by Timothy Taylor in 1858 and is headquartered in Keighley, the United Kingdom. | Beverages: Alcoholic | Director/Board Member | |
Acrisure International Holdings Ltd. | Director/Board Member | ||
Nexia International Ltd.
Nexia International Ltd. Miscellaneous Commercial ServicesCommercial Services NEXIA International Secretariat provides accounting services. Its services include audit and assurance, business taxation, global mobility tax and special advisory services, and personal tax and wealth management. The company is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
B.R.A.I.N. Biotechnology Research & Info Network UK Ltd.
B.R.A.I.N. Biotechnology Research & Info Network UK Ltd. BiotechnologyHealth Technology B.R.A.I.N. Biotechnology Research & Info Network UK Ltd. is a private company that supplies bio-based products and solutions. The company is based in Cardiff, UK and has subsidiaries in United Kingdom and United States. It was founded in 2018. | Biotechnology | Director/Board Member | |
The University of Edinburgh | College/University | Undergraduate Degree | |
GAM London Ltd.
GAM London Ltd. Investment ManagersFinance GAM London Ltd. is a mutual fund management firm headquartered in London, UK. The firm was founded in 1966 and is a subsidiary of GAM (UK) Ltd., which is owned by GAM Holding AG (SWX: GAM; OTCMKTS: GMHLF) in Switzerland. GAM London provides a range of investment management services such as single manager funds, funds of hedge funds, discretionary portfolio management and structured investments, to private clients, charities, family offices, and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Ajia Partners Asia Absolute Return Master Fund Ltd. | Market Strategist | ||
RAYS Capital Partners Ltd.
RAYS Capital Partners Ltd. Investment ManagersFinance RAYS Capital Partners Ltd. (RAYS) is a boutique investment partnership headquartered in Hong Kong. The firm was founded by David (Ching Chi) Ruan and Amy (Yok Tak) Yip in 2010. RAYS manages investments in Asia on behalf of private clients and institutional investors, alongside partners’ and principals’ own capital. | Investment Managers | Market Strategist | |
INSEAD | College/University | Masters Business Admin | |
Merrill Lynch Far East Ltd.
Merrill Lynch Far East Ltd. Investment Banks/BrokersFinance Merrill Lynch Far East Ltd. is the stockbroking subsidiary of Merrill Lynch HK Services Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Headquartered in Hong Kong, the firm was founded in 2003 and offers a broad range of brokerage services to institutional investors. | Investment Banks/Brokers | Market Strategist | |
The University of Exeter | College/University | Undergraduate Degree | |
University of St. Andrews | College/University | Graduate Degree | |
SL Capital Partners LLP
SL Capital Partners LLP Investment ManagersFinance ABRDN Capital Partners LLP (ABRDN Capital Partners) is a private equity subsidiary of ABRDN Investment Management Ltd founded in 2007. The firm is headquartered in Scotland, United Kingdom. | Investment Managers | Corporate Officer/Principal | |
UNICREDIT S.P.A. | Major Banks | Private Equity Investor | |
Feri Trust GmbH
Feri Trust GmbH Investment ManagersFinance Feri Trust GmbH is the asset management subsidiary of Feri AG, itself a subsidiary of MLP SE (ETR: MLP) in Germany. Founded in 1991, the firm is headquartered in Bad Homburg and offers a wide range of asset management services for discerning private and institutional clients. | Investment Managers | Private Equity Investor | |
Smith & Williamson Corporate Finance Ltd.
Smith & Williamson Corporate Finance Ltd. Investment Banks/BrokersFinance Part of Smith & Williamson Holdings Ltd., Smith & Williamson Corporate Finance Ltd. is a leading integrated wealth management and professional services group based in London, UK. The British company provides wealth, accountancy, and business advisory services to its clients. Founded in 1836, Kevin Peter Stopps has been the CEO of the company since 2006. | Investment Banks/Brokers | Chief Executive Officer | |
LOWLAND INVESTMENT COMPANY PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
The Child Health Research CIO
The Child Health Research CIO Movies/EntertainmentConsumer Services The Child Health Research CIO supports theatrical producers and services. | Movies/Entertainment | Director/Board Member | |
LINDSELL TRAIN INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
H2O AM Europe SAS
H2O AM Europe SAS Investment ManagersFinance H2O AM Europe SAS is a French alternative asset management firm headquartered in Paris. The firm is a subsidiary of H2O AM LLP, ultimately held by BPCE SA. The firm was founded by Bruno Crastes and provides investment advisory services and portfolio management services to institutional, corporate, and private investors. | Investment Managers | Chief Executive Officer | |
University of Lyon | College/University | Undergraduate Degree | |
University of Durham | College/University | Undergraduate Degree | |
Personal Investment Management & Financial Advice Association
Personal Investment Management & Financial Advice Association Miscellaneous Commercial ServicesCommercial Services The Personal Investment Management & Financial Advice Association provides advice to the investment community. | Miscellaneous Commercial Services | 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 | |
Bestinvest (Consultants) Ltd.
Bestinvest (Consultants) Ltd. Investment Banks/BrokersFinance Part of Platinum L.P. Guernsey Ltd., Bestinvest (Consultants) Ltd. is a British company that has been helping people achieve their investment goals since 1986. The company is based in London, UK. Bestinvest offers a digital toolkit for investors, expert coaching, and competitive pricing. The company provides access to a wide range of investments, including shares, investment trusts, and ETFs, with thousands of funds to choose from. Bestinvest also offers regular insights to help investors make informed decisions. Additionally, the company provides information on investing in shares and staying invested during retirement. | Investment Banks/Brokers | Director/Board Member | |
Smith & Williamson Investment Management (Ireland) Ltd.
Smith & Williamson Investment Management (Ireland) Ltd. Investment ManagersFinance Smith & Williamson Investment Management (Ireland) Ltd. (Smith & Williamson Ireland) is an asset management firm headquartered in Dublin, Ireland. The firm was founded in 2011 and is a subsidiary of Smith & Williamson Holdings Ltd. in Great Britain. Smith & Williamson Ireland provides investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organizations. | Investment Managers | Chief Executive Officer | |
Pictet Asset Management (Europe) SA (Italy)
Pictet Asset Management (Europe) SA (Italy) Investment ManagersFinance Pictet Asset Management (Europe) SA (Italy) (Pictet AM-Italy) is an asset management firm headquartered in Milan, Italy. The firm was founded in 2000 and is a subsidiary of Pictet Asset Management (Europe) S.A., ultimately held by Banque Pictet & Cie SA in Switzerland. Pictet AM-Italy provides specialist investment services through segregated accounts and investment funds for institutional investors, financial intermediaries and their clients globally. | Investment Managers | Portfolio Manager-Equities |
Statistieken
Internationaal
Verenigd Koninkrijk | 38 |
Frankrijk | 6 |
Hongkong | 4 |
Italië | 3 |
Canada | 2 |
Sectoraal
Finance | 31 |
Consumer Services | 9 |
Commercial Services | 6 |
Health Technology | 3 |
Miscellaneous | 3 |
Operationeel
Portfolio Manager-Equities | 92 |
Director/Board Member | 48 |
Portfolio Manager-Fixed Income | 20 |
Analyst-Equity | 13 |
Corporate Officer/Principal | 11 |
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