Alex Lloyd

Portfolio Manager-Equities at St. James's Place Wealth Management Plc

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Profile

Alexander Ifor Bancroft Lloyd is currently a Partner at St. James's Place Wealth Management Plc since 2017.
Prior to this, he worked as the Head of Equity Research & Portfolio Manager at AXA Investment Managers UK Ltd.
from 2003 to 2009 and as a Large Cap Core Portfolio Manager at Bessemer Investment Management LLC (United Kingdom) from 2010 to 2017.
Mr. Lloyd graduated from the University of Cambridge in 1993 and received an MBA from INSEAD in 2000.

Alex Lloyd active positions

Companies	Position	Start
St. James's Place Wealth Management Plc St. James's Place Wealth Management Plc Investment ManagersFinance St. James’s Place Wealth Management Plc (SJP) is an asset management firm headquartered in Cirencester, UK. They are a subsidiary of St. James’s Place Wealth Management Group Ltd., ultimately owned by St. James’s Place Plc (LON: STJ). The firm was founded in 2000 by Michael Wilson, David Bellamy, Ian Gascoigne, and Mark Weinberg. SJP provides a range of wealth management solutions to large institutional investors or overseas retail investors.	Portfolio Manager-Equities	31/08/2017

All active positions of Alex Lloyd

Former positions of Alex Lloyd

Companies	Position	End
Bessemer Investment Management LLC (United Kingdom)	Portfolio Manager-Equities	31/12/2016
AXA Investment Managers UK Ltd. AXA Investment Managers UK Ltd. Investment ManagersFinance AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products.	Head-Equity Investments	31/12/2008

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Training of Alex Lloyd

University of Cambridge	Graduate Degree
INSEAD	Masters Business Admin

Experiences
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Linked companies

Private companies	3
AXA Investment Managers UK Ltd. AXA Investment Managers UK Ltd. Investment ManagersFinance AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products.	Finance
Bessemer Investment Management LLC (United Kingdom)	Finance
St. James's Place Wealth Management Plc St. James's Place Wealth Management Plc Investment ManagersFinance St. James’s Place Wealth Management Plc (SJP) is an asset management firm headquartered in Cirencester, UK. They are a subsidiary of St. James’s Place Wealth Management Group Ltd., ultimately owned by St. James’s Place Plc (LON: STJ). The firm was founded in 2000 by Michael Wilson, David Bellamy, Ian Gascoigne, and Mark Weinberg. SJP provides a range of wealth management solutions to large institutional investors or overseas retail investors.	Finance

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