Michelle Anne McGrade
Director/Board Member at THE DIVERSE INCOME TRUST PLC
Net worth: 68 676 $ as of 2024-06-29
Profile
Michelle Anne McGrade is currently an Independent Non-Executive Director at The Diverse Income Trust Plc, a Non-Executive Director at M&G Securities Ltd., and an Investment Committee Member at Wealthify Ltd.
Previously, she worked as the Chief Investment Officer at Shoo 807AA Ltd.
and Virgin Money Holdings UK Ltd.
in 2017.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2023-05-30 | 63,616 ( 0.03% ) | 68 676 $ | 2024-06-29 |
Michelle Anne McGrade active positions
Companies | Position | Start |
---|---|---|
THE DIVERSE INCOME TRUST PLC | Director/Board Member | 2019-10-09 |
M&G Securities Ltd.
M&G Securities Ltd. Investment ManagersFinance Founded in 1906, M&G Securities Ltd. is a part of M&G Plc. The company is based in London, UK. M&G Plc is an international leader in savings and investments with more than five million customers. | Director/Board Member | 2018-10-11 |
Wealthify Ltd.
Wealthify Ltd. Investment ManagersFinance Wealthify Ltd. is an independent asset management firm headquartered in Penarth, UK. The firm was founded by Michelle Pearce-Burke and Richard Theodossiades in 2014. Wealthify provides investment products and services to individual and institutional clients. | Investment Committee Member | 2021-04-30 |
Former positions of Michelle Anne McGrade
Companies | Position | End |
---|---|---|
VIRGIN MONEY HOLDINGS (UK) PLC | Chief Investment Officer | 2017-11-30 |
Shoo 807AA Ltd.
Shoo 807AA Ltd. Investment Banks/BrokersFinance TD Direct Investing (Europe) Ltd. is an execution only, UK-based brokerage firm with offices Leeds, Manchester, London and Birmingham. The firm was formerly a subsidiary of TD Waterhouse Investor Services UK Ltd., itself a subsidiary of Toronto-Dominion Bank (NYSE: TD) in Canada. In June 2017, TD Direct Investing Ltd. was acquired by Interactive Investor Ltd. Established in the UK in 1997 as Green Line Investor Services (UK) Ltd., the firm was re-branded TD Waterhouse Investor Services (Europe) Ltd. in 1998. In 2011 they changed their name to TD Direct Investing (Europe) Ltd. TD Direct Investing has been serving retail investors in the UK since 1998 and globally through its International Business in Luxembourg since 2000. The firm was one of the first to launch a mobile trading app in the UK, and its Advanced Trading Platform allows sophisticated traders the ability to customize their trading experience. Since gaining regulatory permissions to provide customers with non-personalized advice in April 2015, TD Direct Investing has launched a raft of new propositions to help traders and investors make confident decisions, including a list of Recommended Funds, Quick Start Funds and a technical insight offering. It is a leader in the provision of International trading, allowing customers to trade in 16 countries across 45 exchanges, and is one of the only providers that offers a free multi-currency service. | Chief Investment Officer | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
---|---|
M&G Securities Ltd.
M&G Securities Ltd. Investment ManagersFinance Founded in 1906, M&G Securities Ltd. is a part of M&G Plc. The company is based in London, UK. M&G Plc is an international leader in savings and investments with more than five million customers. | Finance |
The Diverse Income Trust Plc
The Diverse Income Trust Plc Investment Trusts/Mutual FundsMiscellaneous The Diverse Income Trust Plc is a closed-ended investment company, which invests in quoted or traded domestic entities. It also invests in large cap companies, including FTSE 100 Index constituents. The company was founded on March 30, 2011 and is headquartered in Exeter, the United Kingdom. | Miscellaneous |
Virgin Money Holdings UK Ltd
Virgin Money Holdings UK Ltd MiscellaneousMiscellaneous Virgin Money Holdings UK Plc engages in the provision of financial services. It offers savings, mortgages, credit cards, current accounts, currency services, pensions, investments, and protection products. The company was founded on August 4, 1995 and is headquartered in Newcastle-upon-Tyne, the United Kingdom. | Miscellaneous |
Wealthify Ltd.
Wealthify Ltd. Investment ManagersFinance Wealthify Ltd. is an independent asset management firm headquartered in Penarth, UK. The firm was founded by Michelle Pearce-Burke and Richard Theodossiades in 2014. Wealthify provides investment products and services to individual and institutional clients. | Finance |
Shoo 807AA Ltd.
Shoo 807AA Ltd. Investment Banks/BrokersFinance TD Direct Investing (Europe) Ltd. is an execution only, UK-based brokerage firm with offices Leeds, Manchester, London and Birmingham. The firm was formerly a subsidiary of TD Waterhouse Investor Services UK Ltd., itself a subsidiary of Toronto-Dominion Bank (NYSE: TD) in Canada. In June 2017, TD Direct Investing Ltd. was acquired by Interactive Investor Ltd. Established in the UK in 1997 as Green Line Investor Services (UK) Ltd., the firm was re-branded TD Waterhouse Investor Services (Europe) Ltd. in 1998. In 2011 they changed their name to TD Direct Investing (Europe) Ltd. TD Direct Investing has been serving retail investors in the UK since 1998 and globally through its International Business in Luxembourg since 2000. The firm was one of the first to launch a mobile trading app in the UK, and its Advanced Trading Platform allows sophisticated traders the ability to customize their trading experience. Since gaining regulatory permissions to provide customers with non-personalized advice in April 2015, TD Direct Investing has launched a raft of new propositions to help traders and investors make confident decisions, including a list of Recommended Funds, Quick Start Funds and a technical insight offering. It is a leader in the provision of International trading, allowing customers to trade in 16 countries across 45 exchanges, and is one of the only providers that offers a free multi-currency service. | Finance |
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