Profil
Mr. Anthony I.
Heap is a Investment Director & Director of Portfolio Management at Bordier & Cie (UK) Plc.
He joined the firm in 2005 and is a Director of the company and member of the Investment Committee.
Mr. Heap joined Close Brothers plc in 2002 from a large IFA group where he managed private client portfolios in the wealth management division.
In March 2014, he was named one of PAM’s Top 40 under 40s for 2014.
Mr. Heap is a Chartered FCSI for the Securities and Investment Institute and holds both the Financial Planning Certificate (FPC) and Securities Institute Diploma (MSi Dip).
Postes actifs de Ian Heap
| Sociétés | Poste | Début |
|---|---|---|
Bordier & Cie (UK) Plc
 Bordier & Cie (UK) Plc Investment ManagersFinance Bordier & Cie (UK) Plc (Bordier UK) is the Great Britain-based, specialist investment management subsidiary of Bordier Holdings SA in Switzerland. Headquartered in London, the firm was founded by Jamie Berry in 1981 and formerly known as Berry Asset Management Plc. They changed their name to Bordier & Cie (UK) Plc in 2014. Bordier UK manages portfolios for private families, pension funds, trusts, charities, offshore bonds, livery companies, small institutions, welfare committees, and trustees. | Membre du Comité d'Investissement | 01/01/2005 |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Bordier & Cie (UK) Plc
Bordier & Cie (UK) Plc Investment ManagersFinance Bordier & Cie (UK) Plc (Bordier UK) is the Great Britain-based, specialist investment management subsidiary of Bordier Holdings SA in Switzerland. Headquartered in London, the firm was founded by Jamie Berry in 1981 and formerly known as Berry Asset Management Plc. They changed their name to Bordier & Cie (UK) Plc in 2014. Bordier UK manages portfolios for private families, pension funds, trusts, charities, offshore bonds, livery companies, small institutions, welfare committees, and trustees. | Finance |
