Profile
Mr. James Regan, CFA, is a Senior Investment Manager at PK Wealth Ltd.
He joined the firm in January 2021.
He began his career with JP Morgan Chase before joining a specialist Asian and Japanese hedge fund, Coupland Cardiff.
Following this, he spent several years with PFP Wealth Management as a Portfolio Manager before moving to City Asset Management in 2015.
His specialisms include client portfolio management and a focus on Asian and emerging markets with specific responsibilities for asset allocation and fund research.
He graduated from Southampton University with a degree in Sports Science.
He is a CFA Charterholder.
James Regan active positions
| Companies | Position | Start |
|---|---|---|
PK Wealth Ltd.
 PK Wealth Ltd. Investment ManagersFinance Part of Pk Group Ventures Ltd., PK Wealth Ltd. is a specialist wealth management service provider that uses a rigorous methodology. The company is based in Richmond, UK. PK Group Ltd., the British parent company, is a leading firm of Tax Advisers, Wealth Managers, Accountants and Financial Planners that offers a range of services to help businesses safeguard and grow. PK Wealth was founded in 2014 and the CEO is Patrick William Kennedy. | Portfolio Manager-Equities | 31/12/2020 |
Former positions of James Regan
| Companies | Position | End |
|---|---|---|
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. | Analyst-Equity | 31/12/2020 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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. | Finance |
PK Wealth Ltd.
PK Wealth Ltd. Investment ManagersFinance Part of Pk Group Ventures Ltd., PK Wealth Ltd. is a specialist wealth management service provider that uses a rigorous methodology. The company is based in Richmond, UK. PK Group Ltd., the British parent company, is a leading firm of Tax Advisers, Wealth Managers, Accountants and Financial Planners that offers a range of services to help businesses safeguard and grow. PK Wealth was founded in 2014 and the CEO is Patrick William Kennedy. | Finance |
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