Adam Howard Caplan
Portfolio Manager-Equities at Canaccord Genuity Wealth Ltd.
Network origin in Adam Howard Caplan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
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| Subsidiary | Investment Managers | 74 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Adam Howard Caplan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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. | Investment Managers | Eustace Anselm Davies Santa Barbara | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Executive Officer Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities |
Atomos Financial Planning Holdings Ltd.
 Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Miscellaneous | Chief Investment Officer Director of Investments Portfolio Manager-Equities | |
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. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
| HARGREAVE HALE AIM VCT PLC | Investment Managers | Director/Board Member Director/Board Member | |
Canaccord Genuity Wealth Group Holdings (Jersey) Ltd.
 Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. Financial ConglomeratesFinance Part of Canaccord Genuity Group, Inc., Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. is an investment holding British company. The company is based in Saint Helier, UK. Founded in 2017, Canaccord Genuity Wealth Group Holdings (Jersey functions as an investment holding company. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Canaccord Genuity Wealth Group Ltd.
 Canaccord Genuity Wealth Group Ltd. Financial ConglomeratesFinance Canaccord Genuity Wealth Group Ltd. operates as a holding company. The company was founded in 2005 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Canaccord Genuity Fund Management | Investment Managers | Private Equity Investor Private Equity Investor | |
| HARGREAVE HALE AIM VCT 2 PLC | Investment Managers | Director/Board Member Director/Board Member | |
Beagle Partners LLP
 Beagle Partners LLP Investment ManagersFinance Beagle Partners LLP is an independent alternative investment manager headquartered in Bristol, UK. The firm was founded by David Manuel and Anthony Parker in 2004. Beagle Partners manages funds in Emerging Markets. They are experienced managers of Institutional Funds, Alternative Investment Funds and Managed Accounts tailored to client needs. | Investment Managers | Corporate Officer/Principal | |
| University of Oxford | College/University | Undergraduate Degree | |
Killik & Co. LLP
 Killik & Co. LLP Investment ManagersFinance Killik & Co. LLP (Killik) is an independent Great Britain-based private banking firm which provides stockbroking services and investment management and financial planning advice. Founded by Paul Killik in 1989, the firm is headquartered in Mayfair and has a network of branches throughout the Greater London area. Killik welcomes all types of investors and has no minimum portfolio requirement. | Investment Managers | Analyst-Equity | |
Brewin Dolphin Ltd.
 Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Investment Managers | Director of Investments | |
Punter Southall Wealth Ltd.
 Punter Southall Wealth Ltd. Investment ManagersFinance Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities. | Investment Managers | Chief Executive Officer | |
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 | Portfolio Manager-Equities | |
Ennismore Fund Management Ltd.
 Ennismore Fund Management Ltd. Investment ManagersFinance Ennismore Fund Management Ltd. is an alternative investment manager located in London. The firm was established in 1998, and has strategic partnerships with Richmond Capital LLP and ZA Capital LLP. | Investment Managers | Portfolio Manager-Equities | |
Odd Asset Management Ltd.
 Odd Asset Management Ltd. Investment ManagersFinance Odd Asset Management Ltd., do-business-as Tyndall Investment Management (Tyndall), is an investment management firm headquartered in London, UK. The firm was founded by Alex Odd in 2014 and is a subsidiary of Hadron Capital UK Ltd., owned by Hadron Capital (Cayman) Ltd. in Cayman Islands. Tyndall provides portfolio management services to individual clients, families, charities and trusts. | Investment Managers | Portfolio Manager-Equities | |
| Cobas Asset Management SGIC SA (United Kingdom) | Corporate Officer/Principal | ||
| Hertfordshire Constabulary (United Kingdom) | General Government | Corporate Officer/Principal | |
| The University of Stirling | College/University | Undergraduate Degree | |
| University of Bath School of Management | College/University | Undergraduate Degree | |
City Asset Management Plc
 City Asset Management Plc Investment ManagersFinance City Asset Management Plc provides investment advice. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1988 by Viv D. Coghill. Nicholas Mark Coghill has been the CEO of the company since 2012. | Investment Managers | Analyst-Equity | |
Thomas Miller Investment Ltd.
 Thomas Miller Investment Ltd. Investment ManagersFinance Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them. | Investment Managers | Corporate Officer/Principal | |
| Royal Holloway University of London | College/University | Undergraduate Degree | |
| The University of Nottingham | College/University | Graduate Degree | |
| London Business School | College/University | Graduate Degree | |
Palm Harbour Capital LLP
 Palm Harbour Capital LLP Investment ManagersFinance Palm Harbour Capital LLP (Palm Harbour) is a private investment management firm headquartered in London, UK. The firm was founded by Peter Smith in 2018. Palm Harbour serves as the investment manager of the COBAS LUX SICAV Palm Harbour Global Value Fund. | Investment Managers | Analyst-Equity | |
| Queen Mary University of London | College/University | Undergraduate Degree | |
Quantum House Holdings Ltd.
 Quantum House Holdings Ltd. Wholesale DistributorsDistribution Services Quantum House Holdings Ltd. is a premium paper supplier that offers the largest collection of colored papers in the world. The private company was founded in 2013 and is based in Bardon Hill, UK, with subsidiaries in the United Kingdom. The British company's range includes Senses Paper, Gmund Colors, and Kaskad Folio, and they also offer a natural felt marked card called Fetta, which is a stylish and sophisticated textured card choice. | Wholesale Distributors | Director/Board Member | |
| ITM POWER PLC | Electrical Products | Chairman | |
Baillie Gifford & Co.
 Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Investment Managers | Portfolio Manager-Equities | |
Marlborough Hospital, Inc.
 Marlborough Hospital, Inc. Hospital/Nursing ManagementHealth Services Marlborough Hospital, Inc. provides medical and health care services. It also offers cancer , primary care inpatient and outpatient medical, surgical and ancillary services. The company was founded in 1890 and is headquartered in Marlborough, MA. | Hospital/Nursing Management | Director/Board Member | |
Royal London Asset Management Ltd.
 Royal London Asset Management Ltd. Investment ManagersFinance Royal London Asset Management Ltd. (RLAM) is a fund management firm headquartered in London, UK. The firm was founded in 1988 and is a wholly owned subsidiary of Royal London Asset Management Holdings Ltd., itself a subsidiary of Royal London Group. RLAM offers a range of pooled investment products and provides investment management services for both the Royal London Group and a wide range of external institutions. Clients include listed companies, local authorities, universities, charities, wealth managers, financial advisers and multi-managers. | Investment Managers | Portfolio Manager-Equities | |
Credit Suisse Securities (Europe) Ltd.
 Credit Suisse Securities (Europe) Ltd. Investment Banks/BrokersFinance Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors. | Investment Banks/Brokers | Market Strategist | |
Dalton Capital (Holdings) Ltd.
 Dalton Capital (Holdings) Ltd. Investment ManagersFinance Part of Polar Capital Holdings Plc, Dalton Capital (Holdings) Ltd. is a holding British company whose subsidiaries provide investment management services. The company is based in London, UK. Dalton Capital (Holdings was acquired by Polar Capital Holdings Plc on March 01, 2021 for $21.12 million. | Investment Managers | Director/Board Member |
Statistics
International
| United Kingdom | 50 |
| United States | 2 |
Sectoral
| Finance | 38 |
| Consumer Services | 8 |
| Miscellaneous | 2 |
| Government | 2 |
| Distribution Services | 2 |
Operational
| Portfolio Manager-Equities | 146 |
| Analyst-Equity | 24 |
| Director of Investments | 19 |
| Director/Board Member | 13 |
| Portfolio Manager-Fixed Income | 12 |
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