Wei Xu Yan
Portfolio Manager-Equities at Close Asset Management Ltd.
Network origin in Wei Xu Yan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Close Asset Management Ltd.
 Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.
71
| Subsidiary | Investment Managers | 71 |
Bayes Business School
52
| College/University | Other Consumer Services | 52 |
Alliance Manchester Business School
15
| College/University | Other Consumer Services | 15 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Wei Xu Yan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Durham | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Imperial College London | College/University | Graduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
Investec Wealth & Investment Ltd.
 Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. The firm was founded in 1987 and formerly known as Carr Sheppards Ltd. and Rensburg Sheppards Investment Management Ltd. In 2023, Rathbones Group Plc (LSE: RAT) acquired the firm from Investec Plc (LSE: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| University College London | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Close Asset Management (UK) Ltd.
 Close Asset Management (UK) Ltd. Investment ManagersFinance Close Asset Management (UK) Ltd., doing business as Close Brothers Asset Management (CBAM), is an investment management firm headquartered in London, UK. The firm is a subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group Plc (LON: CBG). The firm was formerly known as Close Investments Ltd. in 1994 and changed into their current name when Close Brothers Investment, Close Investment, Close Finsbury Asset Management, and Reabourne Technology Investment Management were reorganized into a single legal entity in 2009. CBAM provides a wide variety of financial advisory and investment management services to UK and international intermediaries, private individuals, and institutions such as pension funds. They also manage discretionary portfolios as well as a diverse range of investment products. | Investment Managers | Chief Executive Officer Director of Research - Equity Chief Executive Officer Analyst-Equity | |
| King's College London | College/University | Graduate Degree Undergraduate Degree Corporate Officer/Principal | |
| The University of Edinburgh | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
Moody's Investors Service Ltd.
 Moody's Investors Service Ltd. Investment ManagersFinance Moody's Investors Service Ltd. is the Great Britain-based investment research subsidiary of Moody's Corp. (NYSE: MCO) in the US. The firm was founded in 1985 under the name Rapidcredit Ltd. Headquartered in London, Moody's Investors Service provides credit ratings, research, and risk analysis. Credit ratings and research help investors analyze the credit risks associated with fixed-income securities. Such independent credit ratings and research also contribute to efficiencies in fixed-income markets and other obligations, such as insurance policies and derivative transactions, by providing credible and independent assessments of credit risk. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
Pemberton Capital LLP
 Pemberton Capital LLP Investment ManagersFinance Pemberton Capital LLP (Pemberton Capital) is a private equity firm founded in 2009. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Investor Private Equity Investor | |
| CLOSE BROTHERS GROUP PLC | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
LGT Wealth Management Ltd.
 LGT Wealth Management Ltd. Investment ManagersFinance LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes. | Investment Managers | Chief Investment Officer Chief Investment Officer | |
| The University of Manchester | College/University | Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree Undergraduate Degree | |
| University of Warwick | College/University | Undergraduate Degree Graduate Degree | |
| University of Bristol | College/University | Graduate Degree Undergraduate Degree | |
| University of Bocconi | College/University | Undergraduate Degree Undergraduate Degree | |
| Imperial College Business School | College/University | Graduate Degree Graduate Degree | |
| American University of Beirut | College/University | Undergraduate Degree Undergraduate Degree | |
Keyhaven Capital Partners Ltd.
 Keyhaven Capital Partners Ltd. Investment ManagersFinance Keyhaven Capital Partners Ltd (Keyhaven Capital Partners) is an independent private equity firm founded in 2003 by Claus Stenbaek. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
| University of Cambridge | College/University | Undergraduate Degree Undergraduate Degree | |
| Codebase Technologies | Private Equity Investor | ||
| University of Michigan | College/University | Undergraduate Degree | |
| Tabeeby | Director/Board Member | ||
Gopoint Ventures
 Gopoint Ventures Investment ManagersFinance Gopoint Ventures (Gopoint Ventures) is a venture capital firm founded in 2020 by David Zusman and Andrew Heyman. The firm is headquartered in Montclair, New Jersey. | Investment Managers | Private Equity Investor | |
Moneemint Ltd.
 Moneemint Ltd. Regional BanksFinance Part of Ummah Finance Ltd., Moneemint Ltd. is a British company that innovates and creates a seamless banking experience. The company's fast, innovative, and secure banking app allows users to manage their finances, and they offer a free debit card. Moneemint aims to provide the freshest banking experience available. | Regional Banks | Director/Board Member | |
| Denison University | College/University | Undergraduate Degree | |
| S.C. ELVILA S.A. | Home Furnishings | Director/Board Member | |
Philip Morris International
 Philip Morris International TobaccoConsumer Non-Durables Part of Philip Morris International, Inc., the Polish company manufactures cigarettes. The company is based in Kraków, Poland. The CEO of the company is Lars Dahlgren. | Tobacco | Sales & Marketing | |
Morgan Stanley Investment Management Ltd.
 Morgan Stanley Investment Management Ltd. Investment ManagersFinance Morgan Stanley Investment Management Ltd. (MSIM) is an asset management firm headquartered in London, UK. Founded in 1986, the firm is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSIM provides client-centric investment and risk-management solutions to a wide range of investors and institutions. | Investment Managers | Portfolio Manager-Fixed Income | |
Talara Capital Management (Private Equity)
 Talara Capital Management (Private Equity) Investment ManagersFinance Talara Capital Management is a private equity firm founded in 2010 by David Zusman and Andrew Heyman. The firm is headquartered in Montclair, New Jersey. | Investment Managers | Private Equity Investor | |
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 | |
| DONGGUAN RURAL COMMERCIAL BANK CO., LTD. | Regional Banks | Director/Board Member | |
| Shandong Hilead Biotechnology Co. Ltd. | Director/Board Member | ||
| Shenzhen Qianhai Penghuirong Industrial Investment Co. Ltd. | Director/Board Member | ||
| Dongguan Hengguan Industrial Investment Co. Ltd. | Corporate Officer/Principal | ||
Liontrust Multi-Asset Ltd.
 Liontrust Multi-Asset Ltd. Investment ManagersFinance Liontrust Multi-Asset Ltd. is the mutual fund management subsidiary of Liontrust Asset Management plc (LSE: LIO) in Great Britain. The firm was founded in 2008 as Lone Wolf Investment Management Ltd. and subsequently became Architas Multi-Manager Ltd. They changed their name to Liontrust Multi-Asset Ltd. when Liontrust acquired Architas UK Investment Business in 2020. Headquartered in London, Liontrust Multi-Asset provides a range of diversified multi-manager funds to private and institutional investors. | Investment Managers | Analyst-Fixed Income | |
Winterflood Securities Ltd
 Winterflood Securities Ltd Investment Banks/BrokersFinance Part of Close Brothers Group Plc, Winterflood Securities Ltd is a brokerage firm that provides brokerage services. The company is based in London, UK. The British company was founded in 1988 by Julian S. Palfreyman, Brian M. Winterflood. Philip James Yarrow has been the CEO of the company since 2015. | Investment Banks/Brokers | Analyst-Equity | |
Easternmed Asset Management Services Ltd.
 Easternmed Asset Management Services Ltd. Investment ManagersFinance Easternmed Asset Management Services Ltd. (EAMS) is an independent asset management firm headquartered in Nicosia, Cyprus. EAMS was founded in 2015 and provides investment management services for investment portfolios in accordance with clients’ advisory and discretionary mandates. The firm undertakes the management of UCITS and other undertakings for collective investments (UCI). | Investment Managers | Chief Executive Officer | |
| EASTERNMED REAL ESTATE CAPITAL PLC | Real Estate Development | Director/Board Member | |
| Newcastle University | College/University | Graduate Degree | |
Infeedo Pvt Ltd.
 Infeedo Pvt Ltd. Packaged SoftwareTechnology Services Infeedo Pvt Ltd. develops collaboration platform that helps companies solve in-house problems and execute ideas, across teams and cities. The company was founded by Tanmaya Jain and Varun Puri and is headquartered in Gurgaon, India. | Packaged Software | Director/Board Member | |
| Technical Chamber of Greece | Corporate Officer/Principal | ||
| OASIS MIDSTREAM PARTNERS LP | Oil & Gas Pipelines | Investor Relations Contact | |
Mi-Helper, Inc.
 Mi-Helper, Inc. Miscellaneous Commercial ServicesCommercial Services Mi-Helper, Inc. provides biotechnology services. The company is based in Baltimore, MD. The CEO of the company is Steven E. Schaefer. | Miscellaneous Commercial Services | Director/Board Member | |
Ground1 Ventures
 Ground1 Ventures Investment ManagersFinance Ground1 Ventures (Ground1 Ventures) is a venture capital firm founded in 2017. The firm is headquartered in London, United Kingdom. | Investment Managers | Director/Board Member | |
Phoenician Funds
 Phoenician Funds Investment ManagersFinance Phoenician Funds (Phoenician Funds) is venture capital firm founded in 2015 by George Haimari, Mohamed Ibrahim and Jad Salame. The firm is headquartered in Beirut, Lebanon. | Investment Managers | Founder | |
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 | Corporate Officer/Principal |
Statistics
International
| United Kingdom | 29 |
| United States | 8 |
| China | 5 |
| Lebanon | 3 |
| Cyprus | 3 |
Sectoral
| Finance | 21 |
| Consumer Services | 17 |
| Consumer Durables | 2 |
| Consumer Non-Durables | 2 |
| Energy Minerals | 2 |
Operational
| Portfolio Manager-Equities | 68 |
| Director/Board Member | 66 |
| Undergraduate Degree | 58 |
| Graduate Degree | 50 |
| Private Equity Investor | 44 |
Most connected contacts
| Insiders | |
|---|---|
| Dheeraj Jain | 14 |
| Nancy Curtin | 13 |
| Yong Xing Zang | 12 |
| Nusrat Mahmud | 8 |
| Claudio Albanese | 8 |
| Martin Andrew | 8 |
| Charles Murito | 7 |
| Andrew Lister | 7 |
| Usman Lodhi | 7 |
| Sabine Jones | 7 |
| Roohi Siddiqui | 6 |
| Taylor Mason | 6 |
| Jie Peng Liang | 6 |
| Nicholas Brainsby | 6 |
| Oliver Tonkin | 6 |
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