Daniel John Adams
Gestionnaire de Portefeuille-Actions chez Canaccord Genuity Wealth Ltd.
Provenance du réseau au premier degré de Daniel John Adams
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
66
| Subsidiary | Investment Managers | 66 |
Punter Southall Wealth Ltd.
 Punter Southall Wealth Ltd. Investment ManagersFinance Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities.
37
| Subsidiary | Investment Managers | 37 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Daniel John Adams via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Hargreave Hale Ltd.
 Hargreave Hale Ltd. Investment ManagersFinance Canaccord Genuity Asset Management Ltd. (CGAM) is an asset management firm headquartered in London, UK. The firm is a subsidiary of Canaccord Genuity Wealth Group Ltd., ultimately owned by Canaccord Genuity Group, Inc. (TSX: CF) in Canada. CGAM was founded in 1897 and was formerly known as Hargreave Hale Ltd. The firm provides discretionary and investment-managed portfolio management services for private investors, trusts, companies, and charities. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Executive Officer Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| HARGREAVE HALE AIM VCT PLC | Investment Managers | Director/Board Member Director/Board Member | |
| HARGREAVE HALE AIM VCT 2 PLC | Investment Managers | Director/Board Member Director/Board Member | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal | |
Ennismore Fund Management Ltd.
 Ennismore Fund Management Ltd. Investment ManagersFinance Ennismore Fund Management Ltd. is an alternative investment manager located in London. The firm was established in 1998, and has strategic partnerships with Richmond Capital LLP and ZA Capital LLP. | Investment Managers | Portfolio Manager-Equities | |
Guardian Assurance Ltd. (United Kingdom)
 Guardian Assurance Ltd. (United Kingdom) Life/Health InsuranceFinance Part of Punter Southall Group Ltd., Guardian Assurance Ltd. is a British life insurance company founded in 1893. The company is based in London, UK and provides long-term and short-term life insurance services. | Life/Health Insurance | Director/Board Member | |
Arbuthnot Latham & Co. Ltd.
 Arbuthnot Latham & Co. Ltd. Investment ManagersFinance Arbuthnot Latham & Co. Ltd. (ALC) is the investment management subsidiary of Arbuthnot Banking Group Plc (LSE: ARBB) in Great Britain which was founded in 1833. Headquartered in London, ALC provides investment services for a range of customers including private individuals, entrepreneurs, real estate investors and developers, owner-managed businesses, solicitors, accountants, insolvency practitioners, letting and managing agents and charities. | Investment Managers | Portfolio Manager-Equities | |
XPS Pensions Ltd.
 XPS Pensions Ltd. Investment ManagersFinance XPS Pensions Ltd. provides financial advisory services. The firm’s actuarial and defined benefit consulting services include buy-out and risk management, managing cost, working with trustees, corporate transactions/restructuring, pension scheme accounting/monitoring, covenant advisory, scheme actuary, advisory services, investment governance, DB/DC communications and trustee training. The company was founded on September 16, 1999 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member | |
Inflexion Private Equity Partners LLP
 Inflexion Private Equity Partners LLP Investment ManagersFinance Inflexion Private Equity Partners LLP (Inflexion Private Equity Partners) is a private equity firm founded in 1999 by John Frederick Hartz and Simon Eric Hugh Turner. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Investor | |
| The University of Southampton | College/University | Undergraduate Degree | |
| The University of Nottingham | College/University | Graduate Degree | |
| Royal Holloway University of London | College/University | Undergraduate Degree | |
| The University of Stirling | College/University | Undergraduate Degree | |
| London Business School | College/University | Graduate Degree | |
BlackRock Investment Management (UK) Ltd.
 BlackRock Investment Management (UK) Ltd. Investment ManagersFinance BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
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 | |
Beagle Partners LLP
 Beagle Partners LLP Investment ManagersFinance Beagle Partners LLP is an independent alternative investment manager headquartered in Bristol, UK. The firm was founded by David Manuel and Anthony Parker in 2004. Beagle Partners manages funds in Emerging Markets. They are experienced managers of Institutional Funds, Alternative Investment Funds and Managed Accounts tailored to client needs. | Investment Managers | Corporate Officer/Principal | |
City Asset Management Plc
 City Asset Management Plc Investment ManagersFinance City Asset Management Plc provides investment advice. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1988 by Viv D. Coghill. Nicholas Mark Coghill has been the CEO of the company since 2012. | Investment Managers | Analyst-Equity | |
Thomas Miller Investment Ltd.
 Thomas Miller Investment Ltd. Investment ManagersFinance Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them. | Investment Managers | Corporate Officer/Principal | |
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 | Director of Investments | |
Canaccord Genuity Wealth Group Ltd.
 Canaccord Genuity Wealth Group Ltd. Financial ConglomeratesFinance Canaccord Genuity Wealth Group Ltd. operates as a holding company. The company was founded in 2005 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Punter Southall Health & Protection Ltd.
 Punter Southall Health & Protection Ltd. Miscellaneous Commercial ServicesCommercial Services Punter Southall Health & Protection Ltd. provides employee benefits services. It offers services in the area of protection, healthcare, wellness, international and online benefits. The company was founded in 1978 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
Dawn Capital LLP
 Dawn Capital LLP Investment ManagersFinance Dawn Capital LLP (Dawn Capital) is an independent venture capital firm founded in 2008 by Normal B. Fiore & Haakon Overli. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Investor | |
The Royal Masonic School for Girls
 The Royal Masonic School for Girls Miscellaneous Commercial ServicesCommercial Services The Royal Masonic School for Girls provides educational services. The private company is based in Rickmansworth, UK. and has subsidiaries in United Kingdom. The British company was founded in 1788 by Chevalier Ruspini. | Miscellaneous Commercial Services | Director/Board Member | |
| Queen Mary University of London | College/University | Undergraduate Degree | |
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 | Chief Investment Officer Director of Investments Portfolio Manager-Equities | |
Canaccord Genuity Wealth Group Holdings (Jersey) Ltd.
 Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. Financial ConglomeratesFinance Part of Canaccord Genuity Group, Inc., Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. is an investment holding British company. The company is based in Saint Helier, UK. Founded in 2017, Canaccord Genuity Wealth Group Holdings (Jersey functions as an investment holding company. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Vermeer Investment Management Ltd.
 Vermeer Investment Management Ltd. Investment ManagersFinance Vermeer Investment Management Ltd. (Vermeer) is an asset management firm headquartered in London. The firm is a wholly-owned subsidiary of Vermeer Holdings LLP. They were founded in 2014 by Timothy Gregory. Vermeer manages Vermeer UCITS ICA for individual and institutional investors. | Investment Managers | Founder | |
Gryphon Group Holdings Ltd.
 Gryphon Group Holdings Ltd. Life/Health InsuranceFinance Gryphon Group Holdings Ltd. was founded in 1821 and provides insurance and pension funding services. The private company is based in London, UK. | Life/Health Insurance | Director/Board Member | |
| Duncan C. Fraser & Co. | Corporate Officer/Principal | ||
Punter Southall Aspire Ltd.
 Punter Southall Aspire Ltd. Investment ManagersFinance Punter Southall Aspire Ltd. acts as an alternative investment manager. The company was founded on October 22, 2015 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member | |
Punter Southall Defined Contribution Consulting Ltd.
 Punter Southall Defined Contribution Consulting Ltd. Investment ManagersFinance Punter Southall Defined Contribution Consulting Ltd. provides pension administration and investment consulting services. The company was founded in by and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member | |
| XPS PENSIONS GROUP PLC | Investment Managers | Director/Board Member | |
XPS Investment Ltd.
 XPS Investment Ltd. Investment ManagersFinance Part of XPS Pensions Group Plc, XPS Investment Ltd. provides investment strategy and advisory services. The company is based in Reading, UK and was founded in 2007. | Investment Managers | Director/Board Member | |
XPS Holdings Ltd.
 XPS Holdings Ltd. Investment ManagersFinance Part of XPS Pensions Group Plc, XPS Holdings Ltd. operates as a holding British company that provides pension administration services through its subsidiaries. The company is based in London, UK. | Investment Managers | Director/Board Member | |
| University of Bath School of Management | College/University | Undergraduate Degree |
Statistiques
Internationale
| Royaume-Uni | 44 |
| Etats-Unis | 2 |
| Pays-Bas | 2 |
Sectorielle
| Finance | 34 |
| Consumer Services | 8 |
| Commercial Services | 4 |
| Miscellaneous | 2 |
Opérationnelle
| Portfolio Manager-Equities | 161 |
| Director/Board Member | 41 |
| Director of Investments | 27 |
| Analyst-Equity | 25 |
| Investment Committee Member | 14 |
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