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Max Ward
Chairman at
Scottish Equitable Policyholders Trust
Profile
Maxwell Colin Bernard Ward is currently the Chairman of Scottish Equitable Policyholders Trust.
He previously served as the Senior Independent Director of F&C Investment Trust Plc from 2000 to 2011.
From 2011 to 2021, he was the Independent Non-Executive Director of Edinburgh Investment Trust Plc.
He also held positions as a Non-Executive Director at ReAssure Midco Ltd. and Aegon UK PLC.
Additionally, he served as the Managing Director and Executive Director of The Independent Investment Trust Plc from 2000 to 2022.
Prior to that, he was the Head of the UK Equity Department at Baillie Gifford & Co. from 1975 to 2000.
He also worked as the Manager of Scottish Mortgage Investment Trust Plc from 1989 to 2000.
Max Ward active positions
| Companies | Position | Start |
|---|---|---|
Scottish Equitable Policyholders Trust
 Scottish Equitable Policyholders Trust Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Chairman | 27/09/2010 |
Former positions of Max Ward
| Companies | Position | End |
|---|---|---|
The Independent Investment Trust Plc (Investment Management)
 The Independent Investment Trust Plc (Investment Management) Investment ManagersFinance IIT-IM aims to provide absolute returns over long periods by investing the great majority of its assets in UK and international quoted securities and, if appropriate, index futures. The portfolio is constructed without reference to the composition of any stock market index. Although its investment policy allows gearing, including the use of derivatives, the firm is not permitted to employ gearing whilst it continues to be a small registered UK Alternative Investment Fund Manager (AIFM). The Board of Directors maintains overall control over the formulation of the firm’s investment policy and has overall responsibility for their activities. | Chief Executive Officer | 08/11/2022 |
| INDEPENDENT INVESTMENT TRUST | Chief Executive Officer | 31/08/2022 |
| THE EDINBURGH INVESTMENT TRUST PLC | Director/Board Member | 21/07/2021 |
| F&C INVESTMENT TRUST PLC | Director/Board Member | 04/05/2011 |
Baillie Gifford & Co.
 Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford is an active, team-oriented, research-based manager which is completely focused on delivering long-term returns. The firm’s investment philosophy focuses on growth while their universe is global. They employ bottom-up conviction to portfolio construction. Their diversified strategies maximize investment opportunities, aiming to achieve steady returns. | Corporate Officer/Principal | 31/03/2000 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
61
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Baillie Gifford & Co.
Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford is an active, team-oriented, research-based manager which is completely focused on delivering long-term returns. The firm’s investment philosophy focuses on growth while their universe is global. They employ bottom-up conviction to portfolio construction. Their diversified strategies maximize investment opportunities, aiming to achieve steady returns. | Finance |
Scottish Mortgage Investment Trust Plc
 Scottish Mortgage Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
F&C Investment Trust Plc
 F&C Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The Independent Investment Trust Plc
 The Independent Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Edinburgh Investment Trust Plc
 Edinburgh Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
ReAssure Midco Ltd.
 ReAssure Midco Ltd. MiscellaneousMiscellaneous Operates as an investment holding company | Miscellaneous |
Aegon UK PLC
 Aegon UK PLC Investment ManagersFinance Provides financial planning services | Finance |
Scottish Equitable Policyholders Trust
Scottish Equitable Policyholders Trust Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Miscellaneous |
The Independent Investment Trust Plc (Investment Management)
The Independent Investment Trust Plc (Investment Management) Investment ManagersFinance IIT-IM aims to provide absolute returns over long periods by investing the great majority of its assets in UK and international quoted securities and, if appropriate, index futures. The portfolio is constructed without reference to the composition of any stock market index. Although its investment policy allows gearing, including the use of derivatives, the firm is not permitted to employ gearing whilst it continues to be a small registered UK Alternative Investment Fund Manager (AIFM). The Board of Directors maintains overall control over the formulation of the firm’s investment policy and has overall responsibility for their activities. | Finance |
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