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Daniel Aidan Casali
Market Strategist at Evelyn Partners Investment Management LLP
Network origin in Daniel Aidan Casali first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
119
| Subsidiary | Investment Managers | 119 |
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.
17
| Subsidiary | Investment Banks/Brokers | 17 |
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.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Daniel Aidan Casali via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
PRUDENTIAL PLC | Life/Health Insurance | Director/Board Member | |
Citibank NA (New York)
![]() Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
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 | |
LOWLAND INVESTMENT COMPANY PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
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 | |
HENDERSON HIGH INCOME TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
LINDSELL TRAIN INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
University of Oxford | College/University | Undergraduate Degree | |
EFG Bank AG
![]() EFG Bank AG Investment ManagersFinance EFG Bank AG (EFG) is a private banking and asset management firm based in Zurich, Switzerland. Founded in 1995, they are a subsidiary of EFG International (SW: EFGN) which is held by the Latsis family. EFG specializes in wealth management. The firm manages various strategies including funds of funds, mutual funds and hedge funds, mostly domiciled in Luxembourg and Switzerland. They also manage discretionary portfolios. The EFG group has a global network of offices and representatives in North and South America, Europe, the Middle East and throughout Asia. | Investment Managers | 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 Chief Executive Officer Corporate Officer/Principal | |
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 | |
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 | |
Queen's University | College/University | Masters Business Admin Undergraduate Degree | |
The University of Edinburgh | College/University | Undergraduate Degree | |
INSEAD | College/University | Masters Business Admin | |
University of Durham | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of St. Andrews | College/University | Graduate Degree | |
University College London | College/University | Undergraduate Degree | |
EFG INTERNATIONAL AG | Investment Managers | Director/Board Member | |
The University of Exeter | College/University | Undergraduate Degree | |
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 | |
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 | |
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 | |
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 | |
The Commission on Strategic Development | General Government | Corporate Officer/Principal | |
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 | |
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 | |
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. | Investment Managers | Head-Equity Investments | |
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 | |
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 | |
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 | |
Nikko Asset Management Hong Kong Ltd.
![]() Nikko Asset Management Hong Kong Ltd. Investment ManagersFinance Nikko Asset Management Hong Kong Ltd. (Nikko AM HK) is the wholly owned asset management subsidiary of Nikko Asset Management International Ltd., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TYO: 8309) in Japan. Headquartered in Hong Kong, Nikko AM HK was founded in 2011 to manage units trusts registered and authorized in Hong Kong on behalf of individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Quilter Cheviot Ltd.
![]() Quilter Cheviot Ltd. Investment ManagersFinance Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations. | Investment Managers | Portfolio Manager-Equities | |
Parapet Ltd.
![]() Parapet Ltd. Miscellaneous Commercial ServicesCommercial Services Parapet Ltd. engages in management consultancy services. The company was founded on April 10, 2012 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
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 | |
The Medical College of Saint Bartholomew's Hospital Trust
![]() The Medical College of Saint Bartholomew's Hospital Trust Medical/Nursing ServicesHealth Services The Medical College of Saint Bartholomew's Hospital Trust provides ambulatory healthcare services. The non-profit company is based in London, UK. The British company was founded in 1986 by Anthony Dawson. | Medical/Nursing Services | Director/Board Member | |
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 | |
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 | |
The Old Etonian Trust
![]() The Old Etonian Trust Miscellaneous Commercial ServicesCommercial Services The Old Etonian Trust is a charitable trust that operates to support various causes. The non-profit company is based in Buntingford, UK. The British company was founded in 1940. | 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 | |
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 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 | |
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 | |
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 | |
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 | |
TP ICAP GROUP PLC | Investment Banks/Brokers | Director/Board Member | |
Acrisure International Holdings Ltd. | Director/Board Member |
Statistics
International
United Kingdom | 43 |
Switzerland | 3 |
Hong Kong | 3 |
United States | 2 |
Singapore | 2 |
Sectoral
Finance | 26 |
Consumer Services | 10 |
Commercial Services | 8 |
Miscellaneous | 4 |
Health Technology | 3 |
Operational
Portfolio Manager-Equities | 95 |
Director/Board Member | 56 |
Analyst-Equity | 17 |
Chief Executive Officer | 10 |
Independent Dir/Board Member | 10 |
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