Network origin in Robert P. Merrifield first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
17
| Holding Company | Miscellaneous | 17 |
Ashcourt Asset Management Ltd.
Ashcourt Asset Management Ltd. Ashcourt Asset Management Ltd. (AAM) is the London-based wholly-owned subsidiary of Ashcourt Rowan Asset Management Ltd., ultimately owned by Syndicate Asset Management Plc (LSE: SAM) in the UK. The firm was formed in 2000 following the de-merger of the asset management arm of Brachers solicitors. In 2002 AAM acquired the investment management team of Lawrence Graham, a major London legal practice. AAM is an independent asset management company which provides regulated investment and financial planning services to a wide range of private individuals, trusts, charities and pension funds.
3
| Extinct | 3 | |
Savoy Investment Management Ltd.
Savoy Investment Management Ltd. Investment ManagersFinance Savoy Investment Management Ltd. (SIM) is the Great Britain-based investment management subsidiary of Ashcourt Rowan Asset Management Ltd., itself a subsidiary of Ashcourt Rowan plc (LSE: ARP) in the UK. Established in 1978 as Ridgefield Financial Management Limited, the firm became Savoy Investment Management Ltd. in 2000 and became a subsidiary of Ashcourt Rowan plc. In 2012. SIM is located in London and provides discretionary and a managed advisory portfolio investment management services to a range of clients including high-net worth individuals, trusts, pension funds and charities.
3
| Extinct | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Robert P. Merrifield via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
Rossie House Investment Management LLP
Rossie House Investment Management LLP Investment ManagersFinance Rossie House Investment Management LLP (Rossie House) is an independent investment management firm headquartered in Edinburgh, UK. The firm was founded by David B. Nichol in 1993 and formerly known as Legacy Rhim LP. Rossie House manages investments for private individuals, trusts and charities. | Investment Managers | Portfolio Manager-Equities | |
University of Oxford | College/University | Undergraduate Degree | |
Bayes Business School | College/University | Undergraduate Degree | |
Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally. | Investment Managers | Portfolio Manager-Equities | |
Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Investment Managers | Portfolio Manager-Equities | |
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 | Portfolio Manager-Equities | |
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. | Investment Managers | Trading-Equity | |
Canaccord Genuity Wealth Ltd.
Canaccord Genuity Wealth Ltd. Investment ManagersFinance Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients. | Investment Managers | Portfolio Manager-Equities Director of Investments | |
Imperial College Business School | College/University | Graduate Degree | |
DC Thomson Ventures
DC Thomson Ventures Investment ManagersFinance DC Thomson Ventures (DC Thomson Ventures) is a venture capital division of DC Thomson & Co. Ltd. founded in 2013. The firm is headquartered in Dundee, United Kingdom. | Investment Managers | Private Equity Investor | |
Dowgate Wealth Ltd.
Dowgate Wealth Ltd. Investment ManagersFinance Dowgate Wealth Ltd. provides investment advice. The private company is based in London, UK. Mark David Chadwick has been the CEO of the British company since 2020. | Investment Managers | Portfolio Manager-Equities | |
BASKERVILLE CAPITAL PLC | Investment Managers | Chief Investment Officer |
Statistics
International
United Kingdom | 18 |
United States | 2 |
Sectoral
Finance | 16 |
Consumer Services | 4 |
Operational
Portfolio Manager-Equities | 30 |
Director of Investments | 6 |
Chief Investment Officer | 5 |
Head-Equity Investments | 5 |
President | 3 |
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