![Emilio Gonzalez](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Emilio Gonzalez
Président chez
Portfolio Financial Services Ltd.
Profil
Mr. Emilio Gonzalez, CFA, is a Group Chief Executive Officer, Executive Director & Managing Director at Pendal Group Ltd., a Group Chief Executive Officer & Managing Director at Pendal Group Ltd., a Chairman at BT Investment Management (Fund Services) Ltd., Pendal (Institutional) Ltd. and Portfolio Financial Services Ltd. He is on the Board of Directors at Pendal Group Ltd., Johcm Funds (UK) Ltd., Pendal UK Ltd., Ryder Court Emerging Markets Small Cap Fund Dst and The Banking & Finance Oath Ltd.
Prior to his appointment as Chief Executive Officer in January 2010, he was Group Executive, Global Equities at Perpetual Limited.
Prior to this role, he was the Chief Investment Officer for seven years.
During his early tenure at Perpetual, Emilio was responsible for establishing and running a currency program, tactical asset allocation strategies, Perpetual’s diversified and balanced funds, as well as being Head of Research.
Prior to joining Perpetual, Emilio worked as the Chief Dealer at Nikko Securities (Australia) Limited and as a retail client adviser at Norths Stockbroking Limited.
He received his undergraduate degree from the University of Wollongong.
Postes actifs de Emilio Gonzalez
| Sociétés | Poste | Début |
|---|---|---|
Portfolio Financial Services Ltd.
 Portfolio Financial Services Ltd. Financial ConglomeratesFinance Provides debt syndication and risk capital services | Président | - |
JOHCM Funds (UK) Ltd.
 JOHCM Funds (UK) Ltd. Financial ConglomeratesFinance Provides financial intermediation services | Directeur/Membre du Conseil | - |
Anciens postes connus de Emilio Gonzalez
| Sociétés | Poste | Fin |
|---|---|---|
The Banking & Finance Oath Ltd.
 The Banking & Finance Oath Ltd. Miscellaneous Commercial ServicesCommercial Services Operates organization for the banking and finance industry | Directeur/Membre du Conseil | 29/08/2021 |
| PENDAL GROUP | Directeur Général | 01/04/2021 |
Pendal Group Ltd. (Investment Management)
 Pendal Group Ltd. (Investment Management) Investment ManagersFinance PG-IM focuses on delivering superior investment returns for clients through active management. The firm actively manages investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing. Their investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing fund managers to focus on generating returns for clients. They utilize bottom-up and top-down strategies employed across a variety of products. | Directeur Général | 01/03/2021 |
J O Hambro Capital Management Holdings Ltd.
 J O Hambro Capital Management Holdings Ltd. Financial ConglomeratesFinance Functions as an investment holding company | Directeur Général | 09/09/2019 |
J.O. Hambro Capital Management Ltd.
 J.O. Hambro Capital Management Ltd. Investment ManagersFinance JOHCM is an active investment manager that specializes in high conviction, active equities management. The firm offers their investment expertise in Global, International, Emerging Markets, Asia-ex Japan, and International Small-Cap equities. Their investment process is driven by fundamental, predominantly bottom-up stock selection, with an overlay of top-down macro, country and sector analysis. | Directeur Général | 09/09/2019 |
Formation de Emilio Gonzalez
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
64
Relations au 1er degré
17
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 17 |
|---|---|
Perpetual Ltd.
 Perpetual Ltd. Investment ManagersFinance Provides asset management, financial advisory and trustee services | Finance |
J.O. Hambro Capital Management Ltd.
J.O. Hambro Capital Management Ltd. Investment ManagersFinance JOHCM is an active investment manager that specializes in high conviction, active equities management. The firm offers their investment expertise in Global, International, Emerging Markets, Asia-ex Japan, and International Small-Cap equities. Their investment process is driven by fundamental, predominantly bottom-up stock selection, with an overlay of top-down macro, country and sector analysis. | Finance |
Perpetual Investment Management Ltd.
 Perpetual Investment Management Ltd. Investment ManagersFinance PIML is an active, research-based manager which utilizes a fundamental, bottom-up investment process that focuses on quality and value. The firm manages money across a range of asset classes, including Australian and global equities, multi-sector strategies as well as credit and fixed income. They select stocks based on stock-specific fundamentals and then by the relative value, performing most of their research and analysis at the company level. PIML typically constructs value portfolios that invest in stocks with low price-to-book values, low price-to-earnings ratios and higher yields. | Finance |
University of Wollongong
 University of Wollongong Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Portfolio Financial Services Ltd.
Portfolio Financial Services Ltd. Financial ConglomeratesFinance Provides debt syndication and risk capital services | Finance |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Pendal Group Ltd.
 Pendal Group Ltd. Investment ManagersFinance Provides investment and fund management services | Finance |
Pendal Institutional Ltd.
 Pendal Institutional Ltd. Investment ManagersFinance Pendal actively manage investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing. | Finance |
Pendal Group Ltd. (Investment Management)
Pendal Group Ltd. (Investment Management) Investment ManagersFinance PG-IM focuses on delivering superior investment returns for clients through active management. The firm actively manages investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing. Their investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing fund managers to focus on generating returns for clients. They utilize bottom-up and top-down strategies employed across a variety of products. | Finance |
The Banking & Finance Oath Ltd.
The Banking & Finance Oath Ltd. Miscellaneous Commercial ServicesCommercial Services Operates organization for the banking and finance industry | Commercial Services |
Pendal UK Ltd.
 Pendal UK Ltd. Financial ConglomeratesFinance Functions as an investment holding company | Finance |
JOHCM (USA), Inc.
 JOHCM (USA), Inc. Investment ManagersFinance JOHCM USA is an active investment manager that seeks to generate superior long-term returns through high conviction, concentrated portfolios. The firm follows the long-established JOHCM Group approach and does not impose a house investment philosophy on their portfolio managers, but rather allows them to flourish in their own way. Their investment process is driven by fundamental, predominantly bottom-up stock selection, with an overlay of top-down macro, country and sector analysis. | Finance |
J O Hambro Capital Management Holdings Ltd.
J O Hambro Capital Management Holdings Ltd. Financial ConglomeratesFinance Functions as an investment holding company | Finance |
Pendal Fund Services Ltd.
 Pendal Fund Services Ltd. Investment ManagersFinance Provides investment management services | Finance |
Ryder Court Emerging Markets Small Cap Fund (Dst)
 Ryder Court Emerging Markets Small Cap Fund (Dst) Investment Trusts/Mutual FundsMiscellaneous Pooled investment fund | Miscellaneous |
Nikko Securities (Australia) Ltd. | |
JOHCM Funds (UK) Ltd.
JOHCM Funds (UK) Ltd. Financial ConglomeratesFinance Provides financial intermediation services | Finance |
