James Baldridge Broderick
Director/Board Member at SCHRODER BSC SOCIAL IMPACT TRUST PLC
Net worth: 544 295 $ as of 30/05/2024
Profile
James Baldridge Broderick is currently a Director at JPMorgan Asset Management UK (Private Equity), an Independent Non-Executive Director at Schroder BSC Social Impact Trust Plc, a Director at Impact Investing Institute, and a Trustee at Philanthropy Impact.
Previously, he was the Chief Executive Officer at JPMorgan Asset Management (UK) Ltd.
from 1993 to 2012.
He also served as the Chairman of UBS Optimus Foundation UK and as the Head of UK Wealth Management at UBS AG (Private Banking UK) from 2013 to 2017.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 29/06/2023 | 500,000 ( 0.60% ) | 544 295 $ | 30/05/2024 |
James Baldridge Broderick active positions
| Companies | Position | Start |
|---|---|---|
| SCHRODER BSC SOCIAL IMPACT TRUST PLC | Director/Board Member | 08/11/2020 |
| Impact Investing Institute | Director/Board Member | 31/12/2015 |
| Philanthropy Impact | Director/Board Member | - |
Former positions of James Baldridge Broderick
| Companies | Position | End |
|---|---|---|
UBS AG (Private Banking UK)
 UBS AG (Private Banking UK) Investment ManagersFinance UBS AG (Private Banking UK) is the Great Britain-based private banking division of UBS AG (London Branch), ultimately held by UBS Group AG (NYSE: UBS, SWX: UBSG) in Switzerland. Headquartered in London, the firm was founded 1998 and provides a range of private banking services to high-net worth clients. | Chief Executive Officer | 30/09/2017 |
JPMorgan Asset Management UK (Private Equity)
 JPMorgan Asset Management UK (Private Equity) Investment ManagersFinance JPMorgan Asset Management UK (Private Equity) (JPMorgan Asset Management) is a private equity subsidiary of JPMorgan Asset Management (UK) Ltd. founded in 1974. The firm is headquartered in London, United Kingdom. | Private Equity Investor | 30/12/2012 |
JPMorgan Asset Management (UK) Ltd.
 JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US. | President | 30/04/2012 |
| UBS Optimus Foundation UK | Chairman | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| SCHRODER BSC SOCIAL IMPACT TRUST PLC | Miscellaneous |
| Private companies | 6 |
|---|---|
JPMorgan Asset Management (UK) Ltd.
JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US. | Finance |
UBS AG (Private Banking UK)
UBS AG (Private Banking UK) Investment ManagersFinance UBS AG (Private Banking UK) is the Great Britain-based private banking division of UBS AG (London Branch), ultimately held by UBS Group AG (NYSE: UBS, SWX: UBSG) in Switzerland. Headquartered in London, the firm was founded 1998 and provides a range of private banking services to high-net worth clients. | Finance |
JPMorgan Asset Management UK (Private Equity)
JPMorgan Asset Management UK (Private Equity) Investment ManagersFinance JPMorgan Asset Management UK (Private Equity) (JPMorgan Asset Management) is a private equity subsidiary of JPMorgan Asset Management (UK) Ltd. founded in 1974. The firm is headquartered in London, United Kingdom. | Finance |
| UBS Optimus Foundation UK | Miscellaneous |
| Impact Investing Institute | |
| Philanthropy Impact |
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