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Network origin in Nic Heath first degree
Entity | Entity type | Industry | |
---|---|---|---|
Investec Wealth & Investment Ltd.
![]() Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis.
210
| Subsidiary | Investment Managers | 210 |
Williams de Broë Ltd.
![]() Williams de Broë Ltd. Investment ManagersFinance Williams de Broë Ltd. (WDB) is the wholly-owned investment management subsidiary of Investec Wealth & Investment Ltd., itself a subsidiary of Investec Plc in Great Britain. Founded in 1869, WDB is based in London, and has additional offices in Birmingham, Bournemouth, Edinburgh, Exeter, Bath and Guildford. The firm specializes in managing money for private investors, offering private portfolio management, discretionary management and financial advisory services. They also manage a range of mutual funds.
60
| Extinct | Investment Managers | 60 |
Close Asset Management Ltd.
![]() Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.
43
| Subsidiary | Investment Managers | 43 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nic Heath via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Durham | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Merrill Lynch International
![]() Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Hawksmoor Investment Management Ltd.
![]() Hawksmoor Investment Management Ltd. Investment ManagersFinance Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Cambridge | College/University | Undergraduate Degree Undergraduate Degree | |
MAVEN INCOME AND GROWTH VCT 5 PLC | Investment Managers | Director/Board Member | |
LGT Wealth Management Ltd.
![]() LGT Wealth Management Ltd. Investment ManagersFinance LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes. | Investment Managers | Portfolio Manager-Equities | |
Imperial College London | College/University | Graduate Degree | |
King's College London | College/University | Graduate Degree | |
SERI INDUSTRIAL S.P.A. | Electric Utilities | Director/Board Member | |
KW Investment Management Ltd.
![]() KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities. | Investment Managers | Corporate Officer/Principal | |
University of Kent | College/University | Undergraduate Degree | |
University College London | College/University | Graduate Degree | |
Close Asset Management (UK) Ltd.
![]() Close Asset Management (UK) Ltd. Investment ManagersFinance Close Asset Management (UK) Ltd., doing business as Close Brothers Asset Management (CBAM), is an investment management firm headquartered in London, UK. The firm is a subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group Plc (LON: CBG). The firm was formerly known as Close Investments Ltd. in 1994 and changed into their current name when Close Brothers Investment, Close Investment, Close Finsbury Asset Management, and Reabourne Technology Investment Management were reorganized into a single legal entity in 2009. CBAM provides a wide variety of financial advisory and investment management services to UK and international intermediaries, private individuals, and institutions such as pension funds. They also manage discretionary portfolios as well as a diverse range of investment products. | Investment Managers | Analyst-Equity | |
Columbia Threadneedle Asset Managers Ltd.
![]() Columbia Threadneedle Asset Managers Ltd. Investment ManagersFinance Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients. | Investment Managers | Analyst-Fixed Income | |
Rathbones Investment Management Ltd.
![]() Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain. | Investment Managers | Director of Investments | |
Julius Baer Portfolio Managers Ltd.
![]() Julius Baer Portfolio Managers Ltd. Investment ManagersFinance Part of Julius Bär Gruppe AG, Julius Baer Portfolio Managers Ltd. is a British company that provides investment advice. The company is based in London, UK. | Investment Managers | Portfolio Manager-Equities | |
The University of Manchester | College/University | Undergraduate Degree | |
Bayes Business School | College/University | Graduate Degree | |
Alliance Manchester Business School | College/University | Undergraduate Degree | |
University of Navarra | College/University | Graduate Degree | |
University of Aberystwyth | College/University | Undergraduate Degree | |
Imperial College Business School | College/University | Graduate Degree | |
The University of Nottingham | College/University | Undergraduate Degree | |
Brown, Shipley & Co. Ltd.
![]() Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients. | Investment Managers | Portfolio Manager-Equities | |
Invesco Asset Management Ltd.
![]() Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Investment Managers | Portfolio Manager-Equities | |
University of Bristol | College/University | Graduate Degree | |
Bournemouth University | College/University | Undergraduate Degree | |
Vanguard Asset Management Ltd.
![]() Vanguard Asset Management Ltd. Investment ManagersFinance Vanguard Asset Management Ltd. (VAML) is an investment management firm headquartered in London, UK. The firm is a subsidiary of Vanguard Asset Services, Ltd., a subsidiary of The Vanguard Group, Inc. in the US, which introduced the first indexed mutual fund in the US in 1976. Founded in 2010, VAML is the Group's regional investment hub and offers a range of funds, including index funds, funds-of-index funds and exchange-traded funds to independent financial advisers, wealth managers, family offices and institutions. | Investment Managers | Analyst-Fixed Income | |
Moody's Investors Service Ltd.
![]() Moody's Investors Service Ltd. Investment ManagersFinance Moody's Investors Service Ltd. is the Great Britain-based investment research subsidiary of Moody's Corp. (NYSE: MCO) in the US. The firm was founded in 1985 under the name Rapidcredit Ltd. Headquartered in London, Moody's Investors Service provides credit ratings, research, and risk analysis. Credit ratings and research help investors analyze the credit risks associated with fixed-income securities. Such independent credit ratings and research also contribute to efficiencies in fixed-income markets and other obligations, such as insurance policies and derivative transactions, by providing credible and independent assessments of credit risk. | Investment Managers | Analyst-Fixed Income | |
Brewin Dolphin Ltd.
![]() Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Investment Managers | Portfolio Manager-Equities | |
Millen Capital Partners LLP
![]() Millen Capital Partners LLP Investment ManagersFinance Millen Capital Partners LLP (Millen Capital) is a wealth management firm headquartered in Liverpool, UK. The firm was founded by Angus Millen in 1998 and was acquired by Evelyn Partners Group Ltd. in 2023. They are ultimately owned by Platinum L.P. Guernsey Ltd. in Great Britain. Millen Capital offers asset management services to wealthy clients. | Investment Managers | Director of Research - Equity | |
Oriel College | College/University | Undergraduate Degree | |
RATHBONES GROUP PLC | Investment Managers | Director/Board Member | |
LEGAL & GENERAL PLC | Multi-Line Insurance | Director/Board Member | |
Legal & General Assurance Society Ltd.
![]() Legal & General Assurance Society Ltd. Insurance Brokers/ServicesFinance Legal & General Assurance Society Ltd. provides legal and general life insurance services. The company was founded in 1836 and is headquartered in London, the United Kingdom. | Insurance Brokers/Services | Chairman | |
Leadership Trust Foundation | Director/Board Member | ||
Merrill Lynch International (Investment Management)
![]() Merrill Lynch International (Investment Management) Investment ManagersFinance Merrill Lynch International (Investment Management) (MLI-IM) is the investment management division of Merrill Lynch International, a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC). MLI-IM provides a range of investment management services to individual and retail clients. | Investment Managers | Corporate Officer/Principal | |
INVESTEC PLC | Investment Banks/Brokers | Director/Board Member |
Statistics
International
United Kingdom | 47 |
Israel | 3 |
Italy | 2 |
Spain | 2 |
Sectoral
Finance | 32 |
Consumer Services | 17 |
Utilities | 2 |
Distribution Services | 2 |
Operational
Portfolio Manager-Equities | 118 |
Director of Investments | 33 |
Analyst-Equity | 25 |
Director/Board Member | 20 |
Corporate Officer/Principal | 16 |
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