Network origin in Ozge Brinkworth first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
185
| Subsidiary | Investment Managers | 185 |
Speirs & Jeffrey Ltd. (Broker)
Speirs & Jeffrey Ltd. (Broker) Investment Banks/BrokersFinance Speirs & Jeffrey Ltd. (Broker) (S&J) is the stockbroking division of Speirs & Jeffrey Ltd. in Great Britain. Established in 1906, the firm is located in Glasgow, Scotland, and provides brokerage services to private individuals, trusts, charities and pension funds on an advisory and discretionary basis. S&J specializes in private client portfolio asset management to clients who are mainly based in Scotland and England. In addition, they advise and manage investments within tax-advantageous structures such as PEPs, ISAs and retirement funds such as SIPPs and SASSs.
1
| Operating Division | Investment Banks/Brokers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ozge Brinkworth via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
RATHBONES GROUP PLC | Investment Managers | Director/Board Member | |
Punter Southall Wealth Ltd.
Punter Southall Wealth Ltd. Investment ManagersFinance Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities. | Investment Managers | Director of Investments | |
Barclays Investment Solutions Ltd.
Barclays Investment Solutions Ltd. Investment ManagersFinance Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds. | Investment Managers | Portfolio Manager-Equities | |
The University of Edinburgh | College/University | Undergraduate Degree | |
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 | Director of Investments | |
Swan Capital Partners Ltd.
Swan Capital Partners Ltd. Financial ConglomeratesFinance Swan Capital Partners Ltd. provides investment services. The company is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member | |
Bristol Charities
Bristol Charities Investment Trusts/Mutual FundsMiscellaneous Bristol Charities is a registered charity that provides opportunities and support for people and communities to improve lives through grants, housing, and charitable projects. The non-profit company is based in Bristol, UK, and has subsidiaries in the United Kingdom. The British company's work includes providing excellent quality Almshouse accommodation with support on-site in a safe community setting, giving to those in need through individual grants, and funding local projects. The company recently purchased the Vassall Centre in April 2021 and are continuing to manage the existing office accommodation, retaining all current tenancies. The company's vision is to transform the site into a balanced new neighbourhood centre for multigenerational living and working, which will include accessible, sustainable work and meeting spaces. Anne Anketell has been the CEO of the company since 2013. | Investment Trusts/Mutual Funds | Director/Board Member | |
Stewardship Services (UKET) Ltd.
Stewardship Services (UKET) Ltd. Miscellaneous Commercial ServicesCommercial Services Stewardship Services (UKET) Ltd. operates as a charity that promotes generous and tax-effective giving. Its services include payroll bureau, accounts examination, consultancy helpline, mortgages, charity formation, and deposit account. The company was founded in 1906 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Investment Managers | Portfolio Manager-Equities | |
Real Life Options
Real Life Options Services to the Health IndustryHealth Services Real Life Options is a British company that has been supporting individuals with learning disabilities and autism since 1992. Real Life Options is based in Knottingley, UK and has subsidiaries in the United Kingdom. The non-profit company was established to provide these individuals with more choices and greater independence. David Sargent has been the CEO of the company since 2017. | Services to the Health Industry | Chief Operating Officer | |
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. | Investment Managers | Portfolio Manager-Equities | |
The Chartered Institute For Securities & Investment
The Chartered Institute For Securities & Investment General GovernmentGovernment The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom. | General Government | Corporate Officer/Principal | |
The Great North Air Ambulance Service
The Great North Air Ambulance Service AirlinesTransportation The Great North Air Ambulance Service is a charity organization that provides air ambulance services in the North East, North Yorkshire, and Cumbria regions of the UK. The non-profit company is based in Darlington, UK. The British company's main focus is on delivering care on the scene, and they have been saving lives and easing suffering across the region with the help of donations. The company also offers a collection of stationery items, including pens, pencils, sharpeners, and bookmarks, which can be purchased online to support their cause. The organization was founded in 1991, and its CEO is Grahame Pickering. | Airlines | Director/Board Member |
Statistics
International
United Kingdom | 17 |
Sectoral
Finance | 11 |
Consumer Services | 2 |
Miscellaneous | 2 |
Commercial Services | 2 |
Health Services | 2 |
Operational
Portfolio Manager-Equities | 105 |
Director of Investments | 97 |
Analyst-Equity | 13 |
Investment Committee Member | 10 |
Director/Board Member | 6 |
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