Network origin in Joe Walters first degree
Entity | Entity type | Industry | |
---|---|---|---|
Royal London Asset Management Ltd.
Royal London Asset Management Ltd. Investment ManagersFinance Royal London Asset Management Ltd. (RLAM) is a fund management firm headquartered in London, UK. The firm was founded in 1988 and is a wholly owned subsidiary of Royal London Asset Management Holdings Ltd., itself a subsidiary of Royal London Group. RLAM offers a range of pooled investment products and provides investment management services for both the Royal London Group and a wide range of external institutions. Clients include listed companies, local authorities, universities, charities, wealth managers, financial advisers and multi-managers.
77
| Subsidiary | Investment Managers | 77 |
Co-operative Insurance Society Ltd.
Co-operative Insurance Society Ltd. Investment ManagersFinance Co-operative Insurance Society Ltd. (CIS) is the insurance subsidiary of Co-operative Financial Services, itself a subsidiary of Co-operative Group Ltd. in Great Britain. Established in 1867, the firm is headquartered in Manchester and provides a range of insurance services including life insurance, home and motor insurance, pensions, with-profits bonds, critical illness products, unit trusts and ISAs.
17
| Extinct | Investment Managers | 17 |
The Co-operative Asset Management Ltd.
The Co-operative Asset Management Ltd. Investment ManagersFinance The Co-operative Asset Management Ltd. (TCAM) is the fund management subsidiary of Royal London Asset Management (CIS) Ltd., ultimately held by Royal London Group in Great Britain. Based in Manchester, the firm was established in 1989 and specializes in active UK equities and bonds and gains further insight into alternatives and overseas equities via strategic partnerships. They are a socially responsible investor which fully integrates consideration of financial and ESG issues throughout their investment process. TCAM manages a range of portfolios for retail, pension fund, life insurance and other institutional clients.
15
| Extinct | Investment Managers | 15 |
Royal London Asset Management (CIS) Ltd.
Royal London Asset Management (CIS) Ltd. Investment ManagersFinance Royal London Asset Management (CIS) Ltd. (RLAM) is the fund management subsidiary of The Royal London Mutual Insurance Society Ltd., ultimately held by Royal London Group in Great Britain. Formerly known as The Co-operative Asset Management Ltd., the firm was established in 1989 and was acquired by Royal London Group in 2013.They are based in Manchester and specialize in active UK equities and bonds and gain further insight into alternatives and overseas equities via strategic partnerships. They manage a range of portfolios for retail, pension fund, life insurance and other institutional clients, as well as for Royal London Mutual Insurance Society Ltd. RLAM is a socially responsible investor which fully integrates consideration of financial and ESG issues throughout their investment process.
13
| Extinct | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joe Walters via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Hermes Investment Management Ltd.
Hermes Investment Management Ltd. Investment ManagersFinance Hermes Investment Management Ltd. (HIML) is an asset management firm headquartered in London, UK. They are a subsidiary of Federated Hermes Ltd., ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. In 1990, the firm was founded as PostTel, subsequently changing their name to PosTel Financial Asset Management Ltd. They changed their name to Hermes Investment Management Ltd. in 1995. HIML provides discretionary and non-discretionary investment management services to institutional clients. | Investment Managers | Portfolio Manager-Equities | |
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Investment Managers | Portfolio Manager-Fixed Income | |
JPMORGAN CLAVERHOUSE INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
CHESNARA PLC | Multi-Line Insurance | Chief Executive Officer | |
The Co-operative Financial Services
The Co-operative Financial Services Multi-Line InsuranceFinance The Co-Operative Financial Services provides financial services. It provides services through The Co-operative Insurance and The Co-operative Bank including smile. The company's products include current accounts, savings accounts, credit cards, loans, investment bonds, unit trusts, and pensions. The firm was founded in 2002 and is headquartered in Manchester, UK. | Multi-Line Insurance | Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO | |
Guinness Asset Management Ltd.
Guinness Asset Management Ltd. Investment ManagersFinance Guinness Asset Management Ltd., dba Guinness Global Investors (Guinness), is an independent fund manager headquartered in London, UK. The firm was founded by Timothy "Tim" Guinness in 2003. They provide actively managed portfolios in a selection of asset classes and specialist growth themes to assist investors in achieving their investment goals. Guinness is a signatory to the UN Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Equities | |
Royal London Equity Funds ICVC - UK Smaller Companies Fund | Investment Trusts/Mutual Funds | Chief Investment Officer | |
AXA Investment Managers UK Ltd.
AXA Investment Managers UK Ltd. Investment ManagersFinance AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
FIL Investment Advisors (UK) Ltd.
FIL Investment Advisors (UK) Ltd. Investment ManagersFinance FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
abrdn Alternative Investments Ltd.
abrdn Alternative Investments Ltd. Investment ManagersFinance abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide. | Investment Managers | Chief Investment Officer Analyst-Fixed Income | |
Insight Investment Management (Global) Ltd.
Insight Investment Management (Global) Ltd. Investment ManagersFinance Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income Head-Fixed Income Invts | |
Marlborough Fund Managers Ltd.
Marlborough Fund Managers Ltd. Investment ManagersFinance Marlborough Fund Managers Ltd. (MFM) is the fund management subsidiary of UFC Fund Management Plc in Great Britain. Headquartered in London, the firm was founded by Geoff Hitchin in 1986 and manages investment funds for private and institutional investors. Their flagship fund is the Marlborough Global Bond fund. MFM is a signatoryto the United Nations-supported Principles for Responsible Investment. | Investment Managers | Portfolio Manager-Equities | |
CO-OPERATIVE BANK PLC | Major Banks | Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member President | |
ARTEMIS ALPHA TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
ABERFORTH SMALLER COMPANIES TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
University of Otago | College/University | Undergraduate Degree | |
University of Oxford | College/University | Undergraduate Degree | |
Co-operative Group Ltd.
Co-operative Group Ltd. Food RetailRetail Trade Co-operative Group Ltd. engages in the provision of services for retail co-operative society. It serves to the food, funeral and life planning, wholesale, and supporting functions sectors. The company was founded in 1844 and is headquartered in Manchester, the United Kingdom. | Food Retail | President Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
School of Oriental & African Studies | College/University | Undergraduate Degree | |
Smith & Williamson (Bristol) LLP
Smith & Williamson (Bristol) LLP Miscellaneous Commercial ServicesCommercial Services Smith & Williamson (Bristol) LLP provides accounting services. It offers personal financial planning, auditing, restructuring and recovery, and forensic services. The firm has offices in London, Belfast, Guildford, Salisbury, Southampton, and Worcester. The company was founded in 1869 and is headquartered in Bristol, the United Kingdom. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Cambridge | College/University | Undergraduate Degree Undergraduate Degree | |
Waverton Investment Management Ltd.
Waverton Investment Management Ltd. Investment ManagersFinance Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds). | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities | |
University of Warwick | College/University | Undergraduate Degree | |
The University of Exeter | College/University | Graduate Degree | |
Glasgow Caledonian University | College/University | Graduate Degree | |
Hadron Capital LLP
Hadron Capital LLP Investment ManagersFinance Hadron Capital LLP is an alternative investment management firm headquartered in London, UK. The firm was founded in 2004 by Marco D'Attanasio, Dr. Giuseppe di Cecio and Massimiliano Ciuchini. They are a subsidiary of Hadron Capital UK Ltd., which is owned by Hadron Capital (Cayman) Ltd. in the Cayman Islands. Hadron Capital manages Hadron Alpha Plc in respect of its two sub funds Hadron Alpha Select Fund and Hadron Alpha Merger Arbitrage Fund. | Investment Managers | Portfolio Manager-Equities | |
Britannia Treasury Services Ltd.
Britannia Treasury Services Ltd. Finance/Rental/LeasingFinance Part of The Co-Operative Bank Holdings Ltd., Britannia Treasury Services Ltd. is a holding British company that offers mortgage and lending services. The company is based in Manchester, UK. Founded in 1997. | Finance/Rental/Leasing | Director/Board Member | |
Alienor Capital SAS
Alienor Capital SAS Investment ManagersFinance Alienor Capital SAS (Alienor) is an independent French asset management firm headquartered in Bordeaux. The firm was founded by Arnaud Raymond in 2007. Alienor manages a range of dedicated funds and provides institutional and private asset management services to investors. | Investment Managers | Portfolio Manager-Equities | |
Movestic Livförsäkring AB
Movestic Livförsäkring AB Life/Health InsuranceFinance Part of Chesnara Plc, Movestic Livförsäkring AB is a Swedish Stockholm-based company that was acquired by Chesnara Plc from Íslandsbanki hf on July 23, 2009 for $30.04 million. The company provides pension savings solutions tailored to individual needs, helping customers make informed decisions for a better future. The company's services include capital insurance with return tax and life insurance for financial protection in case of unexpected events. | Life/Health Insurance | Director/Board Member | |
Goodhart Partners LLP
Goodhart Partners LLP Investment ManagersFinance Goodhart Partners LLP (Goodhart) is an independent, multi-boutique asset manager headquartered in London, UK. The firm was founded in 2009 through the management buyout of WestLB Mellon's multi-manager team. Goodhart primarily offers fundamental, research driven, discretionary investment advisory services to professional and institutional investors through a range of pooled collective investment vehicles and to separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Hornby Road Investments Ltd.
Hornby Road Investments Ltd. Real Estate DevelopmentFinance Part of Royal London Group, Hornby Road Investments Ltd. is a company that provides real estate development services. The company is based in London, UK. Hornby Road Investments was founded in 1963. | Real Estate Development | Director/Board Member Director/Board Member | |
CIS General Insurance Ltd.
CIS General Insurance Ltd. Insurance Brokers/ServicesFinance CIS General Insurance Ltd. provides insurance services. Its services includes home, motor, Eco and young driver insurance. The company is headquartered in Manchester, the United Kingdom. | Insurance Brokers/Services | Chief Executive Officer | |
Countrywide Assured Plc
Countrywide Assured Plc Investment ManagersFinance Countrywide Assured Plc provides long term financial protection for home and family. It offers protection plans, mortgage endowment, savings plans, single premium bonds, and pension policies and permanent health insurance policies. The company was founded in 1988 and is headquartered in Preston, the United Kingdom. | Investment Managers | Director/Board Member | |
Harbour Asset Management Ltd.
Harbour Asset Management Ltd. Investment ManagersFinance Harbour Asset Management Ltd. (Harbour) is the fund management subsidiary of First NZ Capital Group Ltd., itself a subsidiary of First NZ Capital Holdings Ltd. in New Zealand. It was founded by Andrew Bascand in 2009. Headquartered in Wellington, the firm provides investment solutions for clients such as KiwiSaver funds, charitable trusts, iwi, government institutions, corporate superannuation funds, financial advisers and high net worth individuals. Harbour is a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Fixed Income | |
SECURE TRUST BANK PLC | Major Banks | Director/Board Member | |
University of Kent | College/University | Undergraduate Degree | |
Alpha Securities Trading Ltd. | Director/Board Member | ||
Chesnara Holdings BV
Chesnara Holdings BV Life/Health InsuranceFinance Part of Chesnara Plc, Chesnara Holdings BV provides insurance services. The company is based in Wognum, Netherlands. | Life/Health Insurance | Director/Board Member | |
Cattanach Charitable Trust
Cattanach Charitable Trust Investment Trusts/Mutual FundsMiscellaneous Cattanach Charitable Trust is an endowed charity that provides grants of approximately £450,000 per year to charitable organizations in the early years sector. The non-profit company is based in Edinburgh, UK. The organization offers learning resources, research articles, and event dates for upcoming training and seminars to support the charities they work with. The British company welcomes proposals for funding and their grants are available to charities. | Investment Trusts/Mutual Funds | Chairman | |
Equilibrium Investment Management LLP
Equilibrium Investment Management LLP Investment ManagersFinance Equilibrium Investment Management LLP (Equilibrium) is an independent investment management firm headquartered in Wilmslow, UK. The firm was founded in 2014 as EQ Asset LLP. Equilibrium provides financial planning, investing and tax planning services to various types of clients. | Investment Managers | Portfolio Manager-Equities | |
Scildon NV
Scildon NV Life/Health InsuranceFinance Part of Chesnara Plc, Scildon NV is a Dutch company that provides life insurance services. The company is based in Hilversum, Netherlands. The company was founded in 2004. The CEO is Gert Jan Fritzsche. | Life/Health Insurance | Director/Board Member | |
1825 Financial Planning Ltd.
1825 Financial Planning Ltd. Investment ManagersFinance Part of abrdn Plc, 1825 Financial Planning Ltd. is a British company that provides financial planning services. The company is based in London, UK. The company was founded in 2015. The CEO is Julie Frances Scott. | Investment Managers | Chief Executive Officer | |
Chiswell Investment Management Ltd. | Corporate Officer/Principal | ||
University of York | College/University | Undergraduate Degree | |
Royal London Asset Management Holdings Ltd. | Director/Board Member Director/Board Member | ||
Waard Leven NV
Waard Leven NV Life/Health InsuranceFinance Part of Chesnara Plc, Waard Leven NV is a Dutch company specializing in various insurance policies such as disability insurance, capital insurance, and income loss insurance due to death. Based in Wognum, NL, Waard Leven was founded in 1984 and is led by CEO H. Lorens Kirchner. The company operates efficiently to provide responsible premiums to its clients. The company also provides information on its complaints procedure for its customers. | Life/Health Insurance | Director/Board Member |
Statistics
International
United Kingdom | 44 |
Netherlands | 4 |
New Zealand | 3 |
France | 2 |
Sweden | 2 |
Sectoral
Finance | 31 |
Consumer Services | 10 |
Miscellaneous | 7 |
Retail Trade | 2 |
Commercial Services | 2 |
Operational
Portfolio Manager-Equities | 86 |
Director/Board Member | 59 |
Portfolio Manager-Fixed Income | 39 |
Analyst-Equity | 24 |
Chief Investment Officer | 18 |
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