Jules Anthony Norman Joris
Portfolio Manager-Equities at Oberon Investments Ltd. (GB Investment Management)
Network origin in Jules Anthony Norman Joris first degree
Entity | Entity type | Industry | |
---|---|---|---|
KW Investment Management Ltd.
KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities.
27
| Subsidiary | Investment Managers | 27 |
Oberon Investments Ltd. (GB Investment Management)
Oberon Investments Ltd. (GB Investment Management) Investment ManagersFinance Oberon Investments Ltd. (GB Investment Management) (Oberon-IM) is the wealth management division of Oberon Investments Ltd., a corporate broking group headquartered in London, UK. Formerly known as M. D. Barnard & Co. Ltd., the firm was founded in 1988 and is owned by Oberon Investments Group Plc (AQSE: OBE). Oberon-IM offers bespoke client portfolios for private individuals and corporate clients.
13
| Operating Division | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jules Anthony Norman Joris via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
STANDARD CHARTERED PLC | Major Banks | Corporate Officer/Principal | |
Oberon Investments Ltd. (GB)
Oberon Investments Ltd. (GB) Investment Banks/BrokersFinance Part of Oberon Investments Group Plc, Oberon Investments Ltd. (GB) delivers services to private individuals to maximize returns and take advantage of diverse investment opportunities. The company is based in London, UK. Oberon Group is a financial boutique comprising three divisions: Investment Management, Wealth Planning, and Corporate Advisory & Broking. The British company offers a proactive and tailored approach to each client, with complementary services in Investment Management, where they identify great opportunities and offer bespoke client portfolios. Oberon Investments has over 30 years of experience investing for their clients, retaining an entrepreneurial approach to fund management. The company was founded in 1988 by Michael David Barnard, and the CEO is Simon Philip McGivern. Oberon Investments Ltd. (GB was acquired by Baskerville Capital Plc on February 09, 2021 for $16.93 million. | Investment Banks/Brokers | Chief Executive Officer | |
QIB (UK) Plc
QIB (UK) Plc Regional BanksFinance Part of Qatar Islamic Bank, QIB (UK) Plc provides banking services. The company is based in London, UK. The British company was founded in 2003. George Duncan Steele-Bodger has been the CEO of the company since 2016. | Regional Banks | Director/Board Member | |
Jupiter Asset Management Ltd.
Jupiter Asset Management Ltd. Investment ManagersFinance Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment. | Investment Managers | Portfolio Manager-Equities | |
University of Oxford | College/University | Undergraduate Degree | |
HSBC Private Bank (UK) Ltd.
HSBC Private Bank (UK) Ltd. Investment ManagersFinance HSBC Private Bank (UK) Ltd. (HSBC Private Bank-UK) is the private banking subsidiary of HSBC Bank Plc., ultimately held by HSBC Holdings Plc (LON: HSBA) in Great Britain. The HSBC group can trace their history in London back to 1865 when the Hongkong and Shanghai Banking Corporation office opened, and through later acquisitions are linked to Samuel Montagu & Co. Limited, founded in 1853. Headquartered in London, HSBC Private Bank-UK offers a full range of wealth management advice and services to wealthy individuals and their families worldwide. | Investment Managers | Corporate Officer/Principal | |
University of Greenwich
University of Greenwich Other Consumer ServicesConsumer Services The University of Greenwich is a major modern UK university. Its three campuses extend from Maritime Greenwich to Medway, serving South East London, Kent Thames-side and West Kent. The Kings Hill Institute in West Malling, Kent is a centre for Continuing Professional Development. | College/University | Chairman | |
Redmayne-Bentley LLP
Redmayne-Bentley LLP Investment ManagersFinance Redmayne-Bentley LLP (Redmayne-Bentley) is an independent Great Britain-based stockbroking and investment management firm which was established in 1875. Headquartered in Leeds with a network of branches throughout Great Britain, the firm provides stockbroking and investment management services for individuals, families, trusts, charities and limited companies. | Investment Managers | Corporate Officer/Principal | |
University of London | College/University | Undergraduate Degree | |
London Business School | College/University | Undergraduate Degree | |
Citigroup Ltd.
Citigroup Ltd. HomebuildingConsumer Durables Part of Citigroup, Inc., Citigroup Ltd. constructs domestic buildings. The company is based in London, UK. | Homebuilding | Corporate Officer/Principal | |
King's College London | College/University | Doctorate Degree | |
Morgan Stanley UK Ltd.
Morgan Stanley UK Ltd. Investment Banks/BrokersFinance Morgan Stanley UK Ltd. operates as a support services provider. The company as founded on September 8, 2000 and is headquartered in Canary Wharf, the United Kingdom. | Investment Banks/Brokers | Corporate Officer/Principal | |
Tilney Asset Management Services Ltd.
Tilney Asset Management Services Ltd. Investment ManagersFinance Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries. | Investment Managers | Investment Committee Member Portfolio Manager-Equities | |
Town & Country Housing Group
Town & Country Housing Group Real Estate DevelopmentFinance Town & Country Housing Group is a non profit organization that manages and develops social and affordable housing. It owns and operates housing associations throughout the county. The company is headquartered in Tunbridge Wells, the United Kingdom. | Real Estate Development | Director/Board Member | |
Hanson Asset Management Ltd.
Hanson Asset Management Ltd. Investment ManagersFinance Hanson Asset Management Ltd. (Hanson) is a full service investment and wealth management firm headquartered in London, UK. The firm was founded in 2010 and is a subsidiary of Strand Hanson Ltd. Hanson provides a comprehensive asset management service to various clients. | Investment Managers | Corporate Officer/Principal | |
European Financial Planning Consultants Ltd. | Director/Board Member | ||
Ace Africa (UK) | Director/Board Member | ||
Shorelight Partners LLP
Shorelight Partners LLP Investment ManagersFinance Shorelight Partners LLP (Shorelight Partners) is a private equity firm founded in 2012. The firm headquartered in London, United Kingdom. | Investment Managers | Private Equity Investor | |
Alpha Petroleum (UK) Holdings Ltd.
Alpha Petroleum (UK) Holdings Ltd. Financial ConglomeratesFinance Part of Waldorf Holdco Ltd., Alpha Petroleum (UK) Holdings Ltd. operates as an investment holding British company. The company is based in London, UK. | Financial Conglomerates | Director/Board Member | |
Durham University Business School | College/University | Masters Business Admin | |
KINGSWOOD HOLDINGS LIMITED | Investment Managers | Chief Executive Officer Chief Operating Officer Chief Executive Officer Chief Executive Officer | |
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 | Chief Investment Officer Head-Equity Investments | |
Alpha Petroleum Resources Ltd.
Alpha Petroleum Resources Ltd. Integrated OilEnergy Minerals Alpha Petroleum Resources Ltd. engages in the development of oil and gas extraction and services. It operates its activities in the UK sector of North Sea through its gas fields Kilmar, Wenlock, and Garrow. The company was founded in 2000 and is headquartered in Guildford, the United Kingdom. | Integrated Oil | Director/Board Member | |
Locca Design & Development Ltd. | Director/Board Member | ||
LiteBulb Studios Ltd.
LiteBulb Studios Ltd. Specialty StoresRetail Trade Litebulb Studios operates as a creative agency with delivering compelling and agile brand extension programs to the entertainment industry. The firm has designed products and campaign for clients, including Disney, Mattel, and Miramax. Its products include gift, toy, apparel, DV, CD, book, and memorabilia. The company was founded on February 22, 2013 and is headquartered in London, the United Kingdom. | Specialty Stores | Director/Board Member | |
Neil Hardy Aquatica Ltd.
Neil Hardy Aquatica Ltd. Food DistributorsDistribution Services Neil Hardy Aquatica Ltd. sells ornamental fish. | Food Distributors | Director/Board Member | |
Smythe House Ltd.
Smythe House Ltd. Financial ConglomeratesFinance Part of Oberon Investments Group Plc, Smythe House Ltd. is a sophisticated, relationship-driven financial advisory and wealth management service based in London, UK. The British company offers specialized financial advice as well as internal and external investment propositions that ultimately aim to increase their client's overall wealth position. The company approach each account individually and strive to make sure their client's investments are working as hard as they are. Through an extensive network of contacts and relationships, they bring to members a wide range of investment opportunities. The company was founded by Edward Galwey. Smythe House was acquired by Oberon Investments Group Plc on May 27, 2021 for $0.70 million. | Financial Conglomerates | Director/Board Member | |
RBG HOLDINGS PLC | Miscellaneous Commercial Services | Chairman | |
BASKERVILLE CAPITAL PLC | Investment Managers | Chief Investment Officer Chief Executive Officer Chief Investment Officer Chief Investment Officer | |
KW Wealth Group Ltd.
KW Wealth Group Ltd. Financial ConglomeratesFinance KW Wealth Group Ltd. is a holding firm, which engages in the provision of wealth management business. Its services include financial planning, corporate pension, advisory, and discretionary investment management in both equity, and fixed interest instruments. The company was founded by Alan John Morton on June 11, 2009 and is headquartered in Cheltenham, the United Kingdom. | Financial Conglomerates | Founder Director/Board Member Chief Executive Officer Director/Board Member | |
European Financial Planning Ltd.
European Financial Planning Ltd. Investment ManagersFinance Part of Kingswood Property Finance LP, European Financial Planning Ltd. is a British company that provides financial advisory services. The company is based in London, UK. | Investment Managers | Director/Board Member Director/Board Member | |
Worklab Ventures Ltd. | Director/Board Member | ||
SILVER BULLET DATA SERVICES GROUP PLC | Miscellaneous Commercial Services | Director/Board Member | |
Powerstation Studios Ltd. | Director/Board Member | ||
Quilter Financial Planning Ltd.
Quilter Financial Planning Ltd. Investment ManagersFinance Quilter Financial Planning Ltd. operates as a holding company with interests in financial advisory services. It also offers retirement, estate and trust planning, risk protection services. The company was founded by Alexander Park Leitch, George Higginson, Wallace Dobbin and Richard Freeman in 2005 and is headquartered in Swindon, the United Kingdom. | Investment Managers | Director/Board Member | |
Hobart Capital Markets LLP
Hobart Capital Markets LLP Investment Banks/BrokersFinance Hobart Capital Markets LLP is a British company that offers a wide range of services in markets. The private company prides itself on providing anonymity and first-class execution. The company was founded in 2013 by Barry Stephen Townsley. | Investment Banks/Brokers | Corporate Officer/Principal | |
Alumnet Ltd. | Director/Board Member | ||
Map Capital Partners Ltd. | Director/Board Member | ||
Broad Street Asset Management Ltd. | Chief Executive Officer |
Statistics
International
United Kingdom | 48 |
United States | 2 |
Sectoral
Finance | 26 |
Consumer Services | 7 |
Miscellaneous | 3 |
Commercial Services | 3 |
Consumer Durables | 2 |
Operational
Director/Board Member | 50 |
Portfolio Manager-Equities | 47 |
Chief Executive Officer | 18 |
Corporate Officer/Principal | 11 |
Founder | 7 |
Most connected contacts
- Stock Market
- Insiders
- Jules Anthony Norman Joris
- Company connections