Sam Barton
Portfolio Manager-Equities at Close Asset Management Ltd.
Profile
Mr. David S.
Barton is an Managing Director at Close Asset Management Ltd.
He joined the firm in 2008 and has over 18 years’ experience in managing UK smaller companies funds and manages the Close Inheritance Tax Service.
Mr. Barton began his career at Unicorn Asset Management.
He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
He also holds the Investment Management Certificate and the CISI Diploma.
Sam Barton active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | 21/09/2008 |
Former positions of Sam Barton
Companies | Position | End |
---|---|---|
Unicorn Asset Management Ltd.
Unicorn Asset Management Ltd. Investment ManagersFinance Unicorn Asset Management Ltd. (Unicorn) is an independent specialist fund management firm headquartered in London, UK. The firm was founded in 2000 and is majority-owned by their directors and management. Unicorn offers a range of actively managed funds for professional investors. | Analyst-Equity | - |
Training of Sam Barton
Eton College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Unicorn Asset Management Ltd.
Unicorn Asset Management Ltd. Investment ManagersFinance Unicorn Asset Management Ltd. (Unicorn) is an independent specialist fund management firm headquartered in London, UK. The firm was founded in 2000 and is majority-owned by their directors and management. Unicorn offers a range of actively managed funds for professional investors. | Finance |
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. | Finance |
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