Profile
Mr. Paul Wharton is a Director at Raymond James Investment Services Ltd.
He has over 25 years investment experience gained as an economist, strategist and fund manager.
Mr. Wharton was previously employed as Head of Discretionary Portfolio Management by Tilney Investment Management Ltd.
He was responsible for Deutsche Asset & Wealth Management’s economic and market strategy as well as the income-oriented funds within the group’s UK onshore discretionary portfolio service.
He served on both the UK Investment Committee and Global Investment Committee.
Mr. Wharton also worked at Société Générale in the 1990s to develop a UK division serving the market for investors in Self-invested Personal Pensions.
In 2003, this business was sold by the management team to Tilney Investment Management Ltd.
which was itself subsequently acquired by Deutsche Bank Private Wealth Management in 2006.
Prior to this, he established a business in conjunction with Norwich Union/Aviva specialising in the management of pension funds.
He started his investment management career in 1985 as a Trainee with Fidelity.
Mr. Wharton graduated from University College London in 1985.
Former positions of Paul Wharton
| Companies | Position | End |
|---|---|---|
Raymond James Investment Services Ltd.
 Raymond James Investment Services Ltd. Investment ManagersFinance Raymond James Investment Services Ltd. (RJIS) is the Great Britain-based private client wealth management arm of Raymond James Financial, Inc. (NYSE: RJF) in the US. Founded in 1999, the firm is headquartered in London and provides wealth management services and support to investment managers, stockbrokers and investment-focused financial planners in the UK which service high-net worth investors. RJIS also provides mandates for charities and pension funds. | Director of Investments | 31/08/2016 |
Tilney Investment Management Ltd.
 Tilney Investment Management Ltd. Investment ManagersFinance Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom. | Director of Investments | 07/04/2011 |
Experiences
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1st degree connections
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Linked companies
| Private companies | 2 |
|---|---|
Tilney Investment Management Ltd.
Tilney Investment Management Ltd. Investment ManagersFinance Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom. | Finance |
Raymond James Investment Services Ltd.
Raymond James Investment Services Ltd. Investment ManagersFinance Raymond James Investment Services Ltd. (RJIS) is the Great Britain-based private client wealth management arm of Raymond James Financial, Inc. (NYSE: RJF) in the US. Founded in 1999, the firm is headquartered in London and provides wealth management services and support to investment managers, stockbrokers and investment-focused financial planners in the UK which service high-net worth investors. RJIS also provides mandates for charities and pension funds. | Finance |
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