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Roger Yates
Net worth: 2 M $ as of 30/12/2025
Profile
Roger Philip Yates is currently Independent Non-Executive Chairman at The Biotech Growth Trust Plc since 2021 and Non-Executive Chairman at Pacific Horizon Investment Trust Plc starting in 2024.
Former roles include Chief Executive Officer at Janus Henderson Investors UK Ltd. (1999–2008), Janus Henderson UK (Holdings) Ltd. (2003–2008), AlphaGen Capital Ltd. (1999–2008), and Henderson Group Plc (1999–2008).
Served as Chairman at Unbound Group Plc (2014–2015) and Electra Private Equity Investments Plc (2014–2015).
Director at Pioneer Global Asset Management SpA (2012–2013).
Senior Non-Executive Director at IG Group Holdings plc (2006–2010).
Independent Non-Executive Director at F&C Investment Trust Plc (2009), JPMorgan Elect Plc (2008–2018), and Columbia Threadneedle AM (Holdings) Ltd. (2009).
Non-Executive Director at Pioneer Investment Management SGRpA (2012–2013), AMP (UK) Financial Planning Ltd. (2003), India Investment Partners Ltd. (2009), and IG Group Ltd. Held senior independent non-executive roles at St. James's Place Plc (2018–2023) and MITIE Group Plc (2018–2025).
Director at Jupiter Fund Management Plc (2017–2025).
Held Chief Investment Officer positions at Invesco Global Asset Management NA, Inc. and Morgan Grenfell & Co. Ltd. Education includes graduation from Worcester College.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 30/12/2024 | 325,000 ( 0.06% ) | 693 306 $ | 30/12/2025 | |
| 03/06/2025 | 25,000 ( 0.12% ) | 403 515 $ | 30/12/2025 | |
MITIE GROUP PLC 0.01% | 30/03/2025 | 160,000 ( 0.01% ) | 358 106 $ | 30/12/2025 |
| 30/07/2025 | 15,000 ( 0.02% ) | 157 371 $ | 30/12/2025 |
Roger Yates active positions
| Companies | Position | Start |
|---|---|---|
| THE BIOTECH GROWTH TRUST PLC | Chairman | - |
| PACIFIC HORIZON INVESTMENT TRUST PLC | Chairman | 12/03/2024 |
Former positions of Roger Yates
| Companies | Position | End |
|---|---|---|
| MITIE GROUP PLC | Director/Board Member | 30/12/2025 |
| JUPITER FUND MANAGEMENT PLC | Director/Board Member | 08/10/2025 |
| ST. JAMES'S PLACE PLC | Director/Board Member | 17/05/2023 |
| JPMORGAN ELECT PLC - MANAGED CASH | Director/Board Member | 18/12/2018 |
JPMorgan Elect Plc
 JPMorgan Elect Plc Investment Trusts/Mutual FundsMiscellaneous Acts as an umbrella fund | Director/Board Member | 31/12/2017 |
Training of Roger Yates
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 27 |
|---|---|
Unbound Group Plc
 Unbound Group Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Private Equity Fund | Miscellaneous |
Janus Henderson Investors UK Ltd.
 Janus Henderson Investors UK Ltd. Investment ManagersFinance JHI UK is an active, value-oriented manager which has core capabilities in global equities, European equities, global fixed-income, multi-asset and alternative investments. They focus on absolute returns, investing globally based on rigorous fundamental research and risk management. The firm believes that top-down economic factors are key drivers of markets and the performance of sectors within markets. Economic expectations are a key input to all equity, bond and currency return forecasts which determine their asset allocation policy. | Finance |
Invesco Global Asset Management NA, Inc. | Finance |
Pioneer Global Asset Management SpA
 Pioneer Global Asset Management SpA Investment ManagersFinance Provides investment management services | Finance |
Morgan Grenfell & Co. Ltd.
 Morgan Grenfell & Co. Ltd. Investment Trusts/Mutual FundsMiscellaneous Manages private investments | Miscellaneous |
Janus Henderson UK (Holdings) Ltd.
 Janus Henderson UK (Holdings) Ltd. MiscellaneousMiscellaneous Functions as an investment holding company | Miscellaneous |
IG Group Holdings plc
 IG Group Holdings plc Investment Banks/BrokersFinance Provides financial derivatives trading and sports betting services | Finance |
Jupiter Fund Management Plc
 Jupiter Fund Management Plc Provides investment management services | |
F&C Investment Trust Plc
 F&C Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
St. James's Place Plc
 St. James's Place Plc Life/Health InsuranceFinance Provides financial and wealth management services | Finance |
MITIE Group Plc
 MITIE Group Plc Miscellaneous Commercial ServicesCommercial Services Operates as a holding company with interest in provision of cleaning & security and technical services | Commercial Services |
JPMorgan Elect Plc
JPMorgan Elect Plc Investment Trusts/Mutual FundsMiscellaneous Acts as an umbrella fund | Miscellaneous |
Pacific Horizon Investment Trust Plc
 Pacific Horizon Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The Biotech Growth Trust Plc
 The Biotech Growth Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Columbia Threadneedle AM (Holdings) Plc
 Columbia Threadneedle AM (Holdings) Plc MiscellaneousMiscellaneous Functions as an investment holding company | Miscellaneous |
Pioneer Investment Management SGRpA
 Pioneer Investment Management SGRpA Investment ManagersFinance PIM is an active manager which follows a growth-oriented investment style for their range of funds, investing across asset classes, strategies, geographic regions and sectors. The firm employs a bottom-up approach and bases investment decisions on a combination of in-house fundamental and quantitative analysis. Fundamental analysts provide complete company valuation by tracking company performance, history and potential and by meeting with management teams. After the research, fund managers make the investment decisions. PIM manages debt portfolios with a top-down approach for government bonds, chosen based on the analysis of macroeconomic factors, while they utilize a bottom-up process for investments in corporate bonds. Risk management includes ex ante and ex post monitoring and close attention to benchmarks. The team also develops tactical and strategic asset allocation models. | Finance |
AMP (UK) Financial Planning Ltd.
 AMP (UK) Financial Planning Ltd. Life/Health InsuranceFinance Provides pensions, insurance and related personal financial services | Finance |
AlphaGen Capital Ltd.
 AlphaGen Capital Ltd. Investment ManagersFinance Profile Unavailable. | Finance |
India Investment Partners Ltd.
 India Investment Partners Ltd. Investment ManagersFinance Provides Investment Advices | Finance |
Henderson Group Plc
 Henderson Group Plc Investment ManagersFinance Provides asset and investment management services | Finance |
Electra Private Equity Investments Plc
 Electra Private Equity Investments Plc Investment ManagersFinance Acts as Private Equity Fund | Finance |
St. James's Place Wealth Management Plc
 St. James's Place Wealth Management Plc Investment ManagersFinance SJP aims to achieve superior investment results over the medium to long-term. They adopt a radical and effective solution to the risk of investing, offering their clients access to fund managers of outstanding ability and the opportunity to truly diversify their investment portfolio. | Finance |
JPMorgan Elect Managed Growth
 JPMorgan Elect Managed Growth Acts as Closed-End Investment Fund/Investment Trust | |
JPMorgan Elect Managed Cash
 JPMorgan Elect Managed Cash Acts as Closed-End Investment Fund/Investment Trust | |
JPMorgan Elect Managed Income
 JPMorgan Elect Managed Income Acts as Closed-End Investment Fund/Investment Trust | |
Worcester College
 Worcester College Functions as a College/University | |
IG Group Ltd.
 IG Group Ltd. Engages in amusement and recreation companies |
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