Profile
Mr. Paul J.
Surguy is a Senior Discretionary Fund Manager at Kleinwort Benson Bank Ltd.
Mr. Surguy was previously employed as Head of Managed Funds by Sanlam Private Investments.
He joined Principal Investment Management Ltd.
in 2000 which was rebranded as Sanlam Private Investments in September 2012.
Prior to Principal, he worked at the management consultancy arm of PricewaterhouseCoopers.
He graduated with a Bachelor of Science (Honours) degree in Computer Science.
He holds the IMC Certificate and is a Member of the Chartered Institute for Securities and Investment.
Former positions of Paul Jonathan Surguy
Companies | Position | End |
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SGKBB Ltd.
SGKBB Ltd. Investment ManagersFinance SGKBB Ltd. (SGKBB) is the Great Britain-based private banking subsidiary of BHF Group UK Ltd., ultimately held by Societé Générale SA (PSE: GLE, ADR: SCGLY) in France. Formerly known as Kleinwort Benson Bank Ltd., the firm is headquartered in London. The firm traces their origins when it was founded in 1961 as Kleinwort Sons & Co and Robert Benson & Co. merged. In 1995, Dresdner Bank AG acquired the Kleinwort Benson group. Dresdner Bank was acquired by Allianz AG in 2001 and in 2009, KBB was acquired by RHJ International SA.SGKBB provides wealth management services to private individuals, trustees of private and grant-making trusts, personal pension schemes and charities. | Portfolio Manager-Equities | 2016-02-29 |
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 of Investments | 2014-10-31 |
Principal Investment Management Ltd.
Principal Investment Management Ltd. Financial ConglomeratesFinance Principal Investment Management Ltd. (PIM) is the fund management subsidiary of Sanlam Private Investments (UK) Ltd., itself a subsidiary of Sanlam Ltd. (JH: SLM) in South Africa. Founded in 1987, PIM has offices in Sevenoaks, London and Bath. The firm manages funds for private individuals, trusts, charities and corporate clients. | Director of Investments | 2012-09-23 |
Experiences
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Private companies | 3 |
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Principal Investment Management Ltd.
Principal Investment Management Ltd. Financial ConglomeratesFinance Principal Investment Management Ltd. (PIM) is the fund management subsidiary of Sanlam Private Investments (UK) Ltd., itself a subsidiary of Sanlam Ltd. (JH: SLM) in South Africa. Founded in 1987, PIM has offices in Sevenoaks, London and Bath. The firm manages funds for private individuals, trusts, charities and corporate clients. | Finance |
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 |
SGKBB Ltd.
SGKBB Ltd. Investment ManagersFinance SGKBB Ltd. (SGKBB) is the Great Britain-based private banking subsidiary of BHF Group UK Ltd., ultimately held by Societé Générale SA (PSE: GLE, ADR: SCGLY) in France. Formerly known as Kleinwort Benson Bank Ltd., the firm is headquartered in London. The firm traces their origins when it was founded in 1961 as Kleinwort Sons & Co and Robert Benson & Co. merged. In 1995, Dresdner Bank AG acquired the Kleinwort Benson group. Dresdner Bank was acquired by Allianz AG in 2001 and in 2009, KBB was acquired by RHJ International SA.SGKBB provides wealth management services to private individuals, trustees of private and grant-making trusts, personal pension schemes and charities. | Finance |
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