Stuart Geard
Director/Board Member at Nucleus Financial Services Ltd.
Profile
Stuart James Geard is currently a Director at Nucleus Financial Services Ltd.
and Nucleus IFA Services Ltd.
He previously worked as a Director & Head-Investments at Merchant Investors Assurance Co. Ltd., Non Executive Director at PSigma Asset Management Ltd., Finance Director at Sanlam UK Ltd., Director at Punter Southall Group Ltd., Finance Director at CASLP Ltd., Non-Executive Director & Managing Director at Nucleus Financial Ltd., Director at Atomos Financial Planning Holdings Ltd., and Senior Manager-Corporate Finance at Sanlam Ltd.
He obtained an undergraduate degree from the University of Cape Town.
Stuart Geard active positions
Companies | Position | Start |
---|---|---|
Nucleus Financial Services Ltd.
Nucleus Financial Services Ltd. Financial ConglomeratesFinance Part of IFG Group Ltd., Nucleus Financial Services Ltd. is a British financial services company. The private company is based in London, UK. Nucleus Financial Services provides information about their history, experience, latest press releases, and how to work with them on their website. | Director/Board Member | 06/07/2009 |
Nucleus IFA Services Ltd.
Nucleus IFA Services Ltd. Financial ConglomeratesFinance Part of IFG Group Ltd., Nucleus IFA Services Ltd. is a British company that provides financial intermediation services. The private company is based in Edinburgh, UK and was founded in 2006. | Director/Board Member | 04/03/2009 |
Former positions of Stuart Geard
Companies | Position | End |
---|---|---|
CASLP Ltd.
CASLP Ltd. Investment ManagersFinance CASLP Ltd. is an insurance management firm headquartered in Bristol, UK. The firm was founded in 2011 as Sanlam Life & Pensions UK Ltd. They were acquired by Chesnara Plc (LON: CSN) and changed its name to CASLP Ltd. in 2022. CASLP provides insurance solutions and products to individual and institutional clients. | Director of Finance/CFO | 31/08/2012 |
Merchant Investors Assurance Co. Ltd.
Merchant Investors Assurance Co. Ltd. Financial ConglomeratesFinance Merchant Investors Assurance Co. Ltd. (MIAC) is the specialist life and pension product subsidiary of Sanlam Life & Pensions (UK) Ltd., itself a subsidiary of Sanlam Ltd. (JH: SLM) in South Africa. Headquartered in Bristol, UK, the firm was established in 1970 and was acquired by Sanlam Ltd. in 2003. MIAC provides tailored life and pension products, including the Merchant Investors pinnacle range of funds, for financial intermediaries and sophisticated investors. | Chief Investment Officer | 22/05/2011 |
Sanlam UK Ltd.
Sanlam UK Ltd. Finance/Rental/LeasingFinance Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom. | Director of Finance/CFO | 31/12/2004 |
SANLAM LIMITED | Corporate Officer/Principal | - |
Atomos Financial Planning Holdings Ltd.
Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Director/Board Member | - |
Training of Stuart Geard
University of Cape Town | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
SANLAM LIMITED | Finance |
Private companies | 8 |
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Merchant Investors Assurance Co. Ltd.
Merchant Investors Assurance Co. Ltd. Financial ConglomeratesFinance Merchant Investors Assurance Co. Ltd. (MIAC) is the specialist life and pension product subsidiary of Sanlam Life & Pensions (UK) Ltd., itself a subsidiary of Sanlam Ltd. (JH: SLM) in South Africa. Headquartered in Bristol, UK, the firm was established in 1970 and was acquired by Sanlam Ltd. in 2003. MIAC provides tailored life and pension products, including the Merchant Investors pinnacle range of funds, for financial intermediaries and sophisticated investors. | Finance |
Sanlam UK Ltd.
Sanlam UK Ltd. Finance/Rental/LeasingFinance Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom. | Finance |
Punter Southall Group Ltd.
Punter Southall Group Ltd. Investment ManagersFinance Punter Southall Group Ltd. provides financial planning and investment advisory services. It offers actuarial advice, pensions consulting, risk, administration, health & protection advice, investment consulting and specialist services to private clients, pension scheme trustees, private equity investors, employers, and institutional investors. The company was founded by Jonathan Dominic Punter and Stuart Southall in 1988 and is headquartered in London, the United Kingdom. | Finance |
CASLP Ltd.
CASLP Ltd. Investment ManagersFinance CASLP Ltd. is an insurance management firm headquartered in Bristol, UK. The firm was founded in 2011 as Sanlam Life & Pensions UK Ltd. They were acquired by Chesnara Plc (LON: CSN) and changed its name to CASLP Ltd. in 2022. CASLP provides insurance solutions and products to individual and institutional clients. | Finance |
Nucleus Financial Ltd.
Nucleus Financial Ltd. Data Processing ServicesTechnology Services Nucleus Financial Group Plc is a holding company, which engages in the provision of wrap platform services. Its platform allows clients to invest directly, or via tax wrappers, into a range of asset types, including cash, unit trusts, open-ended investment companies, exchange-traded funds, investment trusts, and other securities. The company was founded by David Ferguson in 2005 and is headquartered in Salisbury, the United Kingdom. | Technology Services |
Atomos Financial Planning Holdings Ltd.
Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Miscellaneous |
Nucleus Financial Services Ltd.
Nucleus Financial Services Ltd. Financial ConglomeratesFinance Part of IFG Group Ltd., Nucleus Financial Services Ltd. is a British financial services company. The private company is based in London, UK. Nucleus Financial Services provides information about their history, experience, latest press releases, and how to work with them on their website. | Finance |
Nucleus IFA Services Ltd.
Nucleus IFA Services Ltd. Financial ConglomeratesFinance Part of IFG Group Ltd., Nucleus IFA Services Ltd. is a British company that provides financial intermediation services. The private company is based in Edinburgh, UK and was founded in 2006. | Finance |
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