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Callum Mark Wells
Gestionnaire de Portefeuille-Actions chez
Castlefield Investment Partners LLP
Finance
Profil
Mr. Callum M.
Wells is an Investment Manager at Castlefield Investment Partners LLP.
Mr. Wells was previously employed as an Associate Portfolio Manager by Brown Advisory Ltd.
He currently holds the CFA society’s Investment Management Certificate (IMC) and the Chartered Institute for Securities and Investment’s Investment Advice Diploma in securities.
He achieved his BA (Hons) in Accounting & Finance from Leeds Metropolitan University in 2013.
Postes actifs de Callum Mark Wells
| Sociétés | Poste | Début |
|---|---|---|
Castlefield Investment Partners LLP
 Castlefield Investment Partners LLP Investment ManagersFinance Castlefield primarily manages investments in UK equities, with all non-UK investments subcontracted to external specialist managers via collective funds. The firm define their investment approach as core, pragmatic and flexible, with expertise concentrated on UK stock picking and asset allocation for multi-asset portfolios. They apply a common strategy to segregated and pooled funds. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
Anciens postes connus de Callum Mark Wells
| Sociétés | Poste | Fin |
|---|---|---|
Brown Advisory Ltd.
 Brown Advisory Ltd. Investment ManagersFinance Brown Advisory employs a bottom-up, fundamental research approach in security selection and seeks to provide clients with long-term capital appreciation by actively selecting securities for investment in concentrated portfolios. For the majority of their clients, they provide a balanced portfolio management solution. This combines direct investment in equities and fixed income as well as alternatives and private equity and investments via outside managers through an Investment Solutions Program. | Analyst-Equity | 01/05/2022 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Castlefield Investment Partners LLP
Castlefield Investment Partners LLP Investment ManagersFinance Castlefield primarily manages investments in UK equities, with all non-UK investments subcontracted to external specialist managers via collective funds. The firm define their investment approach as core, pragmatic and flexible, with expertise concentrated on UK stock picking and asset allocation for multi-asset portfolios. They apply a common strategy to segregated and pooled funds. | Finance |
Brown Advisory Ltd.
Brown Advisory Ltd. Investment ManagersFinance Brown Advisory employs a bottom-up, fundamental research approach in security selection and seeks to provide clients with long-term capital appreciation by actively selecting securities for investment in concentrated portfolios. For the majority of their clients, they provide a balanced portfolio management solution. This combines direct investment in equities and fixed income as well as alternatives and private equity and investments via outside managers through an Investment Solutions Program. | Finance |
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