Simon Robertson
Head-Equity Investments bij Hobson Wealth Partners Ltd.
Oorsprong van het eerstegraads netwerk van Simon Robertson
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.
585
| Subsidiary | Investment Banks/Brokers | 585 |
UBS Asset Management (Hong Kong) Ltd.
 UBS Asset Management (Hong Kong) Ltd. Investment ManagersFinance UBS Asset Management (Hong Kong) Ltd. (UBS-HK) is the wholly-owned, Hong Kong-based investment management subsidiary of UBS Asset Management AG, ultimately held by UBS Group AG (SWX: UBSG), a multinational investment bank and financial services company headquartered in Switzerland. Founded in 1992, UBS-HK provides investment management services for institutional and wholesale intermediaries primarily located in Greater China. The firm is the local representative for the funds managed within the parent group, covering both traditional and alternative strategies.
10
| Subsidiary | Investment Managers | 10 |
The University of Auckland Business School
5
| College/University | Other Consumer Services | 5 |
Rank Group Ltd.
 Rank Group Ltd. Investment ManagersFinance Rank Group Ltd., formerly Barberton Investments Ltd., is a privately held investment firm headquartered in Auckland, New Zealand. The firm provides investment advice to various type of clients.
4
| Private Company | Investment Managers | 4 |
Hobson Wealth Partners Ltd.
 Hobson Wealth Partners Ltd. Investment ManagersFinance Hobson Wealth Partners Ltd. provides investment advice. The company is based in Auckland, New Zealand.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Simon Robertson via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs International
 Goldman Sachs International Investment Banks/BrokersFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Investment Banks/Brokers | Analyst-Equity Chief Executive Officer | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
| Vanderbilt University | College/University | Graduate Degree Graduate Degree | |
| Boston University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Yale University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs Capital Partners
 Goldman Sachs Capital Partners Investment ManagersFinance Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
Point72 Asset Management LP
 Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Alabama | College/University | Undergraduate Degree Graduate Degree | |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Undergraduate Degree | |
Cityblock Health, Inc.
 Cityblock Health, Inc. Packaged SoftwareTechnology Services Cityblock Health, Inc. engages in building a personalized health system that serves qualifying Medicaid or Medicare members. It offers connected services that provides communication with local service providers, convenient care which health happens at home and in the communities, and localized solutions which is customize approach to specific local needs. The company was founded by Iyah Romm, Mat Balez and Toyin Ajayi in October 2017 and is headquartered in Brooklyn, NY. | Packaged Software | Director/Board Member Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
GCM Customized Fund Investment Group LP
 GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Director/Board Member | |
Archstone Foundation
 Archstone Foundation Miscellaneous Commercial ServicesCommercial Services Archstone Foundation is a non-profit organization that aims to improve the health and well-being of older Californians and their caregivers. The non-profit company is based in Long Beach, CA. The company achieves this goal through their grantmaking efforts. The CEO of the company is Christopher Langston. | Miscellaneous Commercial Services | Director/Board Member | |
| Amherst College | College/University | Undergraduate Degree | |
Children for Children
 Children for Children Miscellaneous Commercial ServicesCommercial Services Children for Children provides youth services and philanthropy programs. The firm offesr youth service and philanthropy programs including CFC's Celebrations Program, Children's Action Board, Book Programs, Special Events and Projects. The company was founded by Silda Wall Spitzer in 1996 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Elon University | College/University | Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree | |
| Paul H. Nitze School of Advanced International Studies (IT) | College/University | Graduate Degree | |
SB China & India Holdings Ltd.
 SB China & India Holdings Ltd. Investment ManagersFinance SB China & India Holdings Ltd is a venture capital subsidiary of Softbank Group founded in 2006 by Kabir Misra and Anna Y. Lo. The firm is headquartered in Wanchai, Hongkong. | Investment Managers | Private Equity Investor | |
| Indiana University | College/University | Undergraduate Degree | |
Softbank Group International
 Softbank Group International Specialty TelecommunicationsCommunications Part of SoftBank Group Corp., Softbank Group International provides mobile communication, broadband and telecom services. The company is based in San Carlos, CA. The CEO of the company is Alex Bernard Clavel. | Specialty Telecommunications | Corporate Officer/Principal | |
Comcast Ventures LLC
 Comcast Ventures LLC Investment ManagersFinance Comcast Ventures LLC is a Venture Capital firm, a subsidiary of Comcast Corp founded in the year 2011 by Sam H Schwartz and Julian A Brodsky. The firm headquartered in Philadelphia. | Investment Managers | Private Equity Analyst | |
| Pepperdine University | College/University | Undergraduate Degree | |
Worldwide Facilities LLC
 Worldwide Facilities LLC Insurance Brokers/ServicesFinance Worldwide Facilities LLC engages in the provision of insurance solutions. Its brokers and underwriters provides expertise in a wide range of specialty lines, as well as extensive contacts with carriers domestically and overseas. The company was founded in 1970 and is headquartered in Los Angeles, CA. | Insurance Brokers/Services | Corporate Officer/Principal | |
Community Bank of the Bay (Oakland, California)
 Community Bank of the Bay (Oakland, California) Regional BanksFinance Community Bank of the Bay engages in the provision of banking services. The company offers financial services to businesses, professional service firms, and owner-operators and non-profit organizations in the San Francisco Bay area. Its services include business, personal, and non-profit banking, and credit services such as checking, money markets and certificate of deposits, loans, and cash management. The company was founded by Frank Tsai on July 22, 1996 and is headquartered in Oakland, CA. | Regional Banks | Corporate Officer/Principal | |
| The World Bank | Supranational | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Verenigd Koninkrijk | 2 |
| Israël | 2 |
| Italië | 2 |
| Hongkong | 2 |
Sectoraal
| Consumer Services | 26 |
| Finance | 20 |
| Commercial Services | 3 |
| Technology Services | 2 |
| Communications | 2 |
Operationeel
| Director/Board Member | 105 |
| Analyst-Equity | 102 |
| Undergraduate Degree | 88 |
| Corporate Officer/Principal | 87 |
| Private Equity Investor | 32 |
Sterkste connecties
| Insiders | |
|---|---|
| Shelley Ruha | 39 |
| Christopher Bischoff | 28 |
| Joseph Gleberman | 27 |
| Allen Li | 15 |
| Michael Nannizzi | 10 |
| Andrew Jaquith | 9 |
| John Thomas Williams | 9 |
| Patrick Yip | 9 |
| Tammy Funasaki | 8 |
| William C. Shope | 8 |
| Daan Struyven | 7 |
| Rafi Carmeli | 7 |
| Matt Doherty | 7 |
| Steven Eric Kent | 7 |
| Teddy Himler | 6 |
- Beurs
- Insiders
- Simon Robertson
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