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Profile
David Coates is currently working as an Analyst at Bell Potter Securities Ltd.
He previously worked as an Investment Manager at New City Investment Managers Ltd.
from 2007 to 2009.
He also worked as a Research Analyst at Baker Steel Capital Managers LLP (Australia) and CIMB Securities (Australia) Ltd.
David Coates active positions
Companies | Position | Start |
---|---|---|
Bell Potter Securities Ltd.
![]() Bell Potter Securities Ltd. Investment Banks/BrokersFinance Bell Potter Securities Ltd. (Bell Potter) is the stockbroking subsidiary of Bell Financial Group Ltd. (ASX: BFG) in Australia. The firm was created in 2001 when Bell Financial Group acquired Johnson Taylor Potter and merged them with the Bell Securities share broking business. Bell Potter is headquartered in Melbourne and offer stockbroking, portfolio management and administration, cash management, margin lending, superannuation and financial planning to private, corporate and institutional clients. Their institutional broking services are supported by a dedicated research team, a team of specialists in equity capital markets providing small, mid and large-cap corporate clients with advice, and a team of advisers across a network of offices in Australia, as well as in London and Hong Kong. | Analyst-Equity | - |
Former positions of David Coates
Companies | Position | End |
---|---|---|
New City Investment Managers Ltd. | Portfolio Manager-Equities | 31/12/2008 |
CIMB Securities (Australia) Ltd.
![]() CIMB Securities (Australia) Ltd. Investment Banks/BrokersFinance CIMB Securities (Australia) Ltd. is a part of CIMB Group, which is a leading ASEAN universal bank providing personal and business financial services. The company was founded in 2012 and is based in Sydney, Australia. The group has a strong presence in the Philippines, Laos, and Thailand, offering secure all-digital, mobile-first banking services and up-to-date financial information for shareholders and potential investors. | Analyst-Equity | - |
Baker Steel Capital Managers LLP (Australia)
![]() Baker Steel Capital Managers LLP (Australia) Investment ManagersFinance Baker Steel Capital Managers LLP (Baker Steel Australia) is the Australia-based investment management arm of Baker Steel Capital Managers LLP, a specialist fund manager headquartered in London, UK. The firm was founded in 2001 by David Baker along with Trevor Steel. Baker Steel Australia manages substantial assets on behalf of a broad range of financial institutions, wealth managers and professional investors. The firm offers a range of funds in the natural resources, gold and precious metals sector. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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New City Investment Managers Ltd. | Finance |
Baker Steel Capital Managers LLP (Australia)
![]() Baker Steel Capital Managers LLP (Australia) Investment ManagersFinance Baker Steel Capital Managers LLP (Baker Steel Australia) is the Australia-based investment management arm of Baker Steel Capital Managers LLP, a specialist fund manager headquartered in London, UK. The firm was founded in 2001 by David Baker along with Trevor Steel. Baker Steel Australia manages substantial assets on behalf of a broad range of financial institutions, wealth managers and professional investors. The firm offers a range of funds in the natural resources, gold and precious metals sector. | Finance |
CIMB Securities (Australia) Ltd.
![]() CIMB Securities (Australia) Ltd. Investment Banks/BrokersFinance CIMB Securities (Australia) Ltd. is a part of CIMB Group, which is a leading ASEAN universal bank providing personal and business financial services. The company was founded in 2012 and is based in Sydney, Australia. The group has a strong presence in the Philippines, Laos, and Thailand, offering secure all-digital, mobile-first banking services and up-to-date financial information for shareholders and potential investors. | Finance |
Bell Potter Securities Ltd.
![]() Bell Potter Securities Ltd. Investment Banks/BrokersFinance Bell Potter Securities Ltd. (Bell Potter) is the stockbroking subsidiary of Bell Financial Group Ltd. (ASX: BFG) in Australia. The firm was created in 2001 when Bell Financial Group acquired Johnson Taylor Potter and merged them with the Bell Securities share broking business. Bell Potter is headquartered in Melbourne and offer stockbroking, portfolio management and administration, cash management, margin lending, superannuation and financial planning to private, corporate and institutional clients. Their institutional broking services are supported by a dedicated research team, a team of specialists in equity capital markets providing small, mid and large-cap corporate clients with advice, and a team of advisers across a network of offices in Australia, as well as in London and Hong Kong. | Finance |
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