Network origin in Jonathan P. Bolton first degree
Entity | Entity type | Industry | |
---|---|---|---|
Liontrust Investments Ltd.
Liontrust Investments Ltd. Investment ManagersFinance Liontrust Investments Ltd. (LIL) is the asset management subsidiary of Liontrust Asset Management Plc (LSE: LIO) in Great Britain. Formerly known as Alliance Trust Investments Ltd., founded as Alliance Trust Asset Management in 2009, the firm was acquired by Liontrust in 2017 and was renamed Liontrust Investments Ltd. They are headquartered in Edinburgh and manage the Liontrust and Luxcellence funds.
25
| Extinct | Investment Managers | 25 |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations.
24
| Extinct | Investment Managers | 24 |
TT International
TT International Investment ManagersFinance TT INTERNATIONAL (TT) is an independent Great Britain-based alternative investment management firm which is wholly-owned by the firm's partners. Founded by Tim Tacchi in 1988 to manage European equities for a well-known hedge fund, the firm manages assets in long-only and hedge fund products, primarily for institutional clients. TT is headquartered in London and has an additional office in Hong Kong. Through their Ideas Factory, their investment experts collaborate to investigate and exploit market opportunities and provide access to companies.
7
| Extinct | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jonathan P. Bolton via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal | |
ING Bank NV (United Kingdom) | Investment Banks/Brokers | Analyst-Equity | |
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM manages assets for institutions, financial intermediaries and individual investors. The firm serves as adviser or sub-adviser to many investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Schroder Investment Management Ltd.
Schroder Investment Management Ltd. Investment ManagersFinance Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors. | Investment Managers | Director/Board Member Portfolio Manager-Equities | |
Tran Capital Management LP
Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Investment Managers | Trading-Equity | |
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 | Director of Investments Portfolio Manager-Equities | |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Piper Sandler Ltd.
Piper Sandler Ltd. Investment Banks/BrokersFinance Part of Piper Sandler Cos., Piper Sandler Ltd. is a brokerage services provider. The company is based in London, UK. The British company was founded in 1999. Neil Robert Mackison has been the CEO of the company since 2006. | Investment Banks/Brokers | Analyst-Equity | |
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 | Head-Equity Investments Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
ALLIANCE TRUST PLC | Investment Trusts/Mutual Funds | Chairman Director of Finance/CFO Head-Equity Investments Director/Board Member Chairman | |
Bellevue Asset Management AG
Bellevue Asset Management AG Investment ManagersFinance Bellevue Asset Management AG (Bellevue AM) is the wholly-owned asset management subsidiary of Bellevue Group AG (SWX: BBN), an independent Swiss financial group. The firm is headquartered in Küsnacht, Switzerland and has additional offices in Germany, Austria and Luxembourg. Founded in 1993, Bellevue AM provides a diverse spectrum of top-tier investment solutions with a focus on global healthcare sector for private and institutional clients. They offer their flagship investment vehicle, the listed investment company BB Biotech AG. | Investment Managers | Portfolio Manager-Equities | |
Liontrust Investment Partners LLP
Liontrust Investment Partners LLP Investment ManagersFinance Liontrust Investment Partners LLP (Liontrust IP) is the fund management subsidiary of Liontrust Investment Services Ltd., itself a subsidiary of Liontrust Asset Management Plc (LON: LIO) in Great Britain. The firm is headquartered in London and was founded in 2010. Liontrust IP offers investment management and advisory services to professional investors. They also serve as an investment adviser to the Liontrust range of funds. | Investment Managers | Head-Fixed Income Invts | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
EUROCOMMERCIAL PROPERTIES N.V. | Real Estate Investment Trusts | Director/Board Member | |
FIDELITY ASIAN VALUES PLC | Investment Trusts/Mutual Funds | Chairman | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Director of Research - Equity Head-Equity Investments Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Cambridge | College/University | Graduate Degree Graduate Degree | |
SORBIC INTERNATIONAL PLC | Chemicals: Specialty | Director/Board Member | |
Synergy Global Market Neutral Master Fund
Synergy Global Market Neutral Master Fund Investment Trusts/Mutual FundsMiscellaneous Synergy Global Market Neutral Master Fund functions as a hedge fund. The company is headquartered in Grand Cayman, Cayman Islands. | Investment Trusts/Mutual Funds | Director/Board Member | |
Schroder European Property Advisors Ltd. | Director/Board Member | ||
Schroder Real Estate Investment Management Ltd.
Schroder Real Estate Investment Management Ltd. Investment ManagersFinance Schroder Real Estate Investment Management Ltd. (Schroder Real Estate) is the real estate investment subsidiary of Schroder Investment Management Ltd., ultimately held by Schroders Plc (LON: SDR, ADR: SHNWY) in Great Britain. The firm was founded in 1971 and formerly known as Schroder Property Investment Management Ltd. They changed their name to Schroder Real Estate Investment Management Ltd. in 2014. Schroder Real Estate is headquartered in London and manages a range of open and closed ended direct real estate funds comprised of diversified and sector-focused portfolios with different risk-and-return profiles for corporations, insurance companies, local and public authorities, charities, pension funds, high-net worth individuals and retail investors. They offer single-country funds and regional funds and also manage separate account mandates and provide joint venture opportunities across Europe. | Investment Managers | Director/Board Member | |
Schroders Private Ltd. Co. | President | ||
Investec Bank Plc (Broker)
Investec Bank Plc (Broker) Investment Banks/BrokersFinance Investec Bank Plc (Broker) (IBP) is the brokerage arm of Investec Bank Plc, itself a subsidiary of Investec Plc (LON: INVP) in Great Britain. Headquartered in London, IBP was founded in 1950 and they offer a full spectrum of brokerage services specifically tailored for corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Edison Investment Research Ltd.
Edison Investment Research Ltd. Investment ManagersFinance Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders. | Investment Managers | Analyst-Equity | |
FCMB Bank (UK) Ltd.
FCMB Bank (UK) Ltd. Investment Banks/BrokersFinance Part of FCMB Group Plc, FCMB Bank (UK) Ltd. is a trade finance and banking company based in London, UK. FCMB Bank (UK has a team of experienced trade finance professionals who provide superior customer service to personal and business banking groups. The British company is an independently incorporated, wholly-owned subsidiary of First City Monument Bank Ltd (FCMB), which is a leading financial services institution in Nigeria. The company was founded in 2008 and Frank A. Le Roex has been the CEO of the company since 2009. | Investment Banks/Brokers | Analyst-Equity | |
Seafarer Capital Partners LLC
Seafarer Capital Partners LLC Investment ManagersFinance Seafarer Capital Partners LLC (Seafarer) is a registered investment advisor headquartered in Larkspur, California. The firm was founded by Andrew Foster and Michelle Foster in 2011. They are principally owned by the Andrew Theodore Foster and Michelle Marie Foster Revocable Living Trust. Seafarer manages investment portfolios for institutional clients which include two US-registered investment companies. | Investment Managers | Portfolio Manager-Equities | |
Schroder Unit Trusts Ltd. | Investment Trusts/Mutual Funds | Chairman | |
Schroders Asia Ltd.
Schroders Asia Ltd. Investment ManagersFinance Part of Schroders Plc, Schroders Asia Ltd. is a Chinese company that provides investment advice. The company is based in Hong Kong, Hong Kong. | Investment Managers | President | |
Brand Saints Ltd.
Brand Saints Ltd. Miscellaneous Commercial ServicesCommercial Services Brand Saints Ltd. provides event management services. The company is headquartered in Fleet, the United Kingdom. | Miscellaneous Commercial Services | Chairman | |
Indiana University | College/University | Masters Business Admin | |
Boston College | College/University | Undergraduate Degree | |
Schroders Australia Ltd.
Schroders Australia Ltd. Financial ConglomeratesFinance Part of Schroders Plc, Schroders Australia Ltd. provides investment services. | Financial Conglomerates | President | |
Credit Suisse Securities (Europe) Ltd.
Credit Suisse Securities (Europe) Ltd. Investment Banks/BrokersFinance Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors. | Investment Banks/Brokers | Analyst-Equity |
Statistics
International
United Kingdom | 22 |
United States | 20 |
Hong Kong | 4 |
Switzerland | 2 |
Netherlands | 2 |
Sectoral
Finance | 31 |
Consumer Services | 7 |
Miscellaneous | 5 |
Commercial Services | 4 |
Process Industries | 2 |
Operational
Portfolio Manager-Equities | 76 |
Director/Board Member | 60 |
Analyst-Equity | 45 |
Corporate Officer/Principal | 38 |
Undergraduate Degree | 24 |
Most connected contacts
Insiders | |
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Lesley Knox | 29 |
Karin Birgitta Forseke | 23 |
Hugh Westrope Bolland | 15 |
Adam D. Compton | 15 |
William D. Sandow | 10 |
Martin Shenfield | 9 |
Ross Silver | 9 |
George Joseph Myers | 6 |
Angus McPhail | 6 |
Iain Douglas Clayton | 6 |
Dan Hunt | 6 |
Lydia So | 6 |
Robert Bruce Cameron | 6 |
Raphael Lee Edelman | 6 |
Jing Zhou | 5 |
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