Paul Yates

Director/Board Member at FIDELITY EUROPEAN TRUST PLC

Net worth: 320 489 $ as of 30/05/2026

69 year

Miscellaneous

Finance

Profile

Paul Tennant Yates is Senior Independent Non-Executive Director at Fidelity European Trust Plc since 2022, Independent Non-Executive Director at Capital Gearing Trust Plc since 2019, and Director at Witan Investment Services Plc.
Former roles include Chief Executive Officer at UBS Asset Management (UK) Ltd. from 2001 to 2005, Independent Non-Executive Director at The Merchants Trust Plc from 2011 to 2020, Senior Independent Director at Aberdeen UK Tracker Trust Plc from 2015 to 2017, Independent Non-Executive Director at Witan Investment Trust Plc from 2018 to 2024, Non-Executive Director at Witan Investment Trust Plc, and Independent Non-Executive Director at abrdn Diversified Income & Growth Trust Plc from 2017 to 2018.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
FIDELITY EUROPEAN TRUST PLC GBP 0.01%	30/12/2025	32,000 ( 0.01% )	181 380 $	30/05/2026
CAPITAL GEARING TRUST PLC GBP 0.01%	30/03/2026	2,000 ( 0.01% )	139 108 $	30/05/2026

Paul Yates active positions

Companies	Position	Start
FIDELITY EUROPEAN TRUST PLC	Director/Board Member	05/03/2017
CAPITAL GEARING TRUST P.L.C	Director/Board Member	01/12/2019
Witan Investment Services Plc Witan Investment Services Plc Investment Banks/BrokersFinance Provides fund management services	Director/Board Member	-

All active positions of Paul Yates

Former positions of Paul Yates

Companies	Position	End
WITAN INVESTMENT TST	Director/Board Member	09/10/2024
THE MERCHANTS TRUST PLC	Director/Board Member	30/04/2020
ABRDN DIVERSIFIED INCOME AND GROWTH PLC	Director/Board Member	30/10/2018
ABERDEEN UK TRACKER TRUST PLC	Director/Board Member	31/03/2017
UBS Asset Management (UK) Ltd. UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs.	Chief Executive Officer	31/12/2004

See the detail of Paul Yates's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Paul Yates's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	8
UBS Asset Management (UK) Ltd. UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs.	Finance
abrdn Diversified Income & Growth Trust Plc abrdn Diversified Income & Growth Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Witan Investment Trust Plc Witan Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
The Merchants Trust Plc The Merchants Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Fidelity European Trust Plc Fidelity European Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Capital Gearing Trust Plc Capital Gearing Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Witan Investment Services Plc Witan Investment Services Plc Investment Banks/BrokersFinance Provides fund management services	Finance
Aberdeen UK Tracker Trust Plc Aberdeen UK Tracker Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous